Strategic Wealth Advisors, LLC

Strategic Wealth Advisors, LLC (CRD# 114167) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $288,610,925 in 443 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9375 E. Shea Blvd, Suite 100, Scottsdale, AZ 85260
https://www.linkedin.com/company/2241317/
By the Numbers
  • Total Assets Under Management
    289
    MILLION
  • Total Number of Accounts
    443
    ACCOUNTS
  • Average Account Value
    $651,492
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Strategic Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
John Bagley, financial advisor Scottsdale AZ
John A. Bagley
CRD#: 4452812
Scottsdale, AZ

John Bagley (CRD# 4452812) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

2
Laurie Bagley, financial advisor Scottsdale AZ
Laurie B. Bagley
CRD#: 2555369
Scottsdale, AZ

Laurie Bagley (CRD# 2555369) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

3
James Schwartz, financial advisor Scottsdale AZ
James D. Schwartz
CRD#: 3088509
Scottsdale, AZ

James Schwartz (CRD# 3088509) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

4
Matthew Masin, financial advisor Scottsdale AZ
Matthew S. Masin
CRD#: 6831571
Scottsdale, AZ

Matthew Masin (CRD# 6831571) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 6 years 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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