Strategic Advisory Services, LLC

Strategic Advisory Services, LLC (CRD# 108706) is a financial advisory firm headquartered in Houston, TX. They manage $105,082,106 in 351 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    351
    ACCOUNTS
  • Average Account Value
    $299,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Strategic Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard A. Grbac
CRD#: 228224
5850 San Felipe , Suite 425, Houston, TX 77057
96
Wealthminder
score

Richard Grbac (CRD# 228224) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 34 years of experience in the finance industry. Richard Grbac has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeremy B. Joiner
CRD#: 4969634
10333 Richmond Ave., Suite 720, Houston, TX 77042
96
Wealthminder
score

Jeremy Joiner (CRD# 4969634) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 9 years of experience in the finance industry. Jeremy Joiner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sue B. Grbac
CRD#: 2487705
5850 San Felipe, Suite 425, Houston, TX 77057
93
Wealthminder
score

Sue Grbac (CRD# 2487705) is an Investment Advisor Representative working at Strategic Advisory Services, LLC in Houston, TX and has over 14 years of experience in the finance industry.

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