Strategic Financial Alliance, LLC

Strategic Financial Alliance, LLC (CRD# 129178) is a financial advisory firm headquartered in Canton, MA. They manage $20,500,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $238,372
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Strategic Financial Alliance, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael E. Sly
CRD#: 3233769
785 Washington Street, Canton, MA 02021
96
Wealthminder
score

Michael Sly (CRD# 3233769) is an Investment Advisor Representative working at Strategic Financial Alliance, LLC in Canton, MA and has over 17 years of experience in the finance industry. Michael Sly 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.

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