Strategic Investment Advisors, LLC

Strategic Investment Advisors, LLC (CRD# 151501) is a financial advisory firm headquartered in Livonia, MI. They manage $947,107,881 in 7,227 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    947
    MILLION
  • Total Number of Accounts
    7,227
    ACCOUNTS
  • Average Account Value
    $131,051
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, MI, MO, OH, TN, TX

Financial Advisors at Strategic Investment Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
L B. Atherton
CRD#: 2518928
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

L Atherton (CRD# 2518928) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 29 years of experience in the finance industry.

2
Kirk M. Cassidy
CRD#: 5344038
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Kirk Cassidy (CRD# 5344038) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 15 years of experience in the finance industry.

3
Joshua L. Jackson
CRD#: 5841016
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Joshua Jackson (CRD# 5841016) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 8 years of experience in the finance industry.

4
Paul E. Metler
CRD#: 6311118
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Paul Metler (CRD# 6311118) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 10 years of experience in the finance industry.

5
Michael P. Masserant
CRD#: 7205801
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Michael Masserant (CRD# 7205801) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 4 years of experience in the finance industry.

6
Shawn Srivastava
CRD#: 7357136
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Shawn Srivastava (CRD# 7357136) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has 1 year of experience in the finance industry.

7
Jacob C. Zagor
CRD#: 6229250
38695 W. Seven Mile Road, Suite 125, Livonia, MI 48152

Jacob Zagor (CRD# 6229250) is an Investment Advisor Representative working at Strategic Investment Advisors, LLC in Livonia, MI and has over 3 years of experience in the finance industry.

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