Strategic Wealth Advisors Group

Strategic Wealth Advisors Group (CRD# 283824) is a financial advisory firm headquartered in San Mateo, CA. They manage $1,311,820,213 in 7,978 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,312
    MILLION
  • Total Number of Accounts
    7,978
    ACCOUNTS
  • Average Account Value
    $164,430
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, LA, MD, MI, NC, NH, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, VT, WA

Financial Advisors at Strategic Wealth Advisors Group
Showing 1 - 10 of 45 top financial advisors.
1
Nasser Ahmad
CRD#: 5526341
640 W. California Ave #210, Sunnyvale, CA 94086
96
Wealthminder
score

Nasser Ahmad (CRD# 5526341) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Sunnyvale, CA and has over 8 years of experience in the finance industry. Nasser Ahmad 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
Eric F. Green
CRD#: 1562402
522 W. Riverside Ave Suite 730, Spokane, WA 99201
96
Wealthminder
score

Eric Green (CRD# 1562402) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Spokane, WA and has over 14 years of experience in the finance industry. Eric Green 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
Kurt M. Le Fevre
CRD#: 2720670
Napa, CA
96
Wealthminder
score

Kurt Le Fevre (CRD# 2720670) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Napa, CA and has over 7 years of experience in the finance industry.

4
Parrish T. Malson
CRD#: 1599886
3011 Victor Ave, Redding, CA 96002
96
Wealthminder
score

Parrish Malson (CRD# 1599886) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Redding, CA and has over 22 years of experience in the finance industry. Parrish Malson 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.

5
John T. Mills
CRD#: 5036845
1030 Seminary Street, Suite D, Napa, CA 94559
96
Wealthminder
score

John Mills (CRD# 5036845) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Napa, CA and has over 9 years of experience in the finance industry. John Mills 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.

6
Beverly J. Tobocman
CRD#: 1265883
43252 Woodward Avenue, Suite 205, Bloomfield Hills, MI 48302
96
Wealthminder
score

Beverly Tobocman (CRD# 1265883) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Bloomfield Hills, MI and has over 32 years of experience in the finance industry.

7
Gregory R. Van Kesteren
CRD#: 2390243
1350 Treat Blvd., Suite 390, Walnut Creek, CA 94597
96
Wealthminder
score

Gregory Van Kesteren (CRD# 2390243) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 23 years of experience in the finance industry. Gregory Van Kesteren 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.

8
John F. Campaigne
CRD#: 1575897
1504 Eureka Road, Suite210, Roseville, CA 95661
93
Wealthminder
score

John Campaigne (CRD# 1575897) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Roseville, CA and has over 21 years of experience in the finance industry. John Campaigne 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.

9
Ilia M. Dalea
CRD#: 2824306
4035 E Thousand Oaks Blvd, Ste 230, Westlake Village, CA 91362
93
Wealthminder
score

Ilia Dalea (CRD# 2824306) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Westlake Village, CA and has over 20 years of experience in the finance industry.

10
Frank A. Deptola
CRD#: 5151459
2400 East Katella Ave, Suite 800, Anaheim, CA 92806
93
Wealthminder
score

Frank Deptola (CRD# 5151459) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Anaheim, CA and has over 10 years of experience in the finance industry.

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