Strategic Investment Services Inc.

Strategic Investment Services Inc. (CRD# 124909) is a financial advisory firm headquartered in Burlington, NJ. They manage $6,370,738 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $155,384
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

NJ

Financial Advisors at Strategic Investment Services Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Richard L. Mauro
CRD#: 4628278
568 High Street, Burlington, NJ 08016
87
Wealthminder
score

Richard Mauro (CRD# 4628278) is an Investment Advisor Representative working at Strategic Investment Services Inc. in Burlington, NJ and has 1 year of experience in the finance industry.

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