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).
Total Assets Under Management25MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$480,769
- 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
- Selection of other advisers (including private fund managers)
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.
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.