Strategic Wealth Advisors Group
Strategic Wealth Advisors Group (CRD# 283824) is a financial advisory firm headquartered in Sacramento, CA. They manage $6,616,498,087 in 24,579 accounts and serve the financial needs of clients across 43 states (or territories).
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Total Assets Under Management6,616MILLION
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Total Number of Accounts24,579ACCOUNTS
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Average Account Value$269,193
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
Frank Aceves (CRD# 2672495) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 26 years of experience in the finance industry. Frank Aceves 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.
Susan Alavanja (CRD# 4609943) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Tulsa, OK and has over 18 years of experience in the finance industry.
Derrick Andrews (CRD# 1852661) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Auburn, CA and has over 28 years of experience in the finance industry. Derrick Andrews 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.
Stuart Arakelian (CRD# 1430141) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in San Ramon, CA and has over 22 years of experience in the finance industry.
William Baker (CRD# 2842456) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Walnut Creek, CA and has over 25 years of experience in the finance industry.
Clarence Barney (CRD# 1993358) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Lincoln, IL and has over 30 years of experience in the finance industry.
Daniel Barney (CRD# 5415604) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Lincoln, IL and has over 14 years of experience in the finance industry.
Adeline Bellot (CRD# 6464583) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Palo Alto, CA and has over 4 years of experience in the finance industry.
Nestor Belmonte (CRD# 3159337) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Newark, CA and has over 22 years of experience in the finance industry.
Patrick Bennett (CRD# 2790207) is an Investment Advisor Representative working at Strategic Wealth Advisors Group in Los Gatos, CA and has over 25 years of experience in the finance industry.