Strategic Wealth Management LLC

Strategic Wealth Management LLC (CRD# 140745) is a financial advisory firm headquartered in Briarcliff Manor, NY. They manage $25,000,000 in 52 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $480,769
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.

CT, NY

Financial Advisors at Strategic Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony J. Daria
CRD#: 2331465
555 Pleasantville Rd., N106, Briarcliff Manor, NY 10510
93
Wealthminder
score

Anthony Daria (CRD# 2331465) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 23 years of experience in the finance industry.

2
Alex Socolof
CRD#: 1017723
555 Pleasantville Rd., N106, Briarcliff Manor, NY 10510
93
Wealthminder
score

Alex Socolof (CRD# 1017723) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 33 years of experience in the finance industry.

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