Strategic Wealth Advisors, LLC

Strategic Wealth Advisors, LLC (CRD# 114167) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $137,800,000 in 260 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $530,000
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
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.

AZ, CA, TX

Financial Advisors at Strategic Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Laurie B. Bagley
CRD#: 2555369
8426 E. Shea Blvd, Scottsdale, AZ 85260
96
Wealthminder
score

Laurie Bagley (CRD# 2555369) 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.

2
James D. Schwartz
CRD#: 3088509
Scottsdale, AZ
96
Wealthminder
score

James Schwartz (CRD# 3088509) is an Investment Advisor Representative working at Strategic Wealth Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. James Schwartz 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
John A. Bagley
CRD#: 4452812
Scottsdale, AZ
90
Wealthminder
score

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. John Bagley 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.

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