Strategic Investment Services Inc.

Strategic Investment Services Inc. (CRD# 124909) is a financial advisory firm headquartered in Burlington, NJ. They manage $19,685,941 in 64 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
568 High Street, Burlington, NJ 08016
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $307,593
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
  • Pension consulting services
Types of Clients
Registered States
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 Mauro, financial advisor Burlington NJ
Richard L. Mauro
CRD#: 4628278
568 High Street, Burlington, NJ 08016

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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