Strategic Wealth Management LLC

Strategic Wealth Management LLC (CRD# 140745) is a financial advisory firm headquartered in Briarcliff Manor, NY. They manage $11,818,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
555 Pleasantville Rd, N106, Briarcliff Manor, NY 10510
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $176,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

NY

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

Anthony Daria (CRD# 2331465) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 30 years of experience in the finance industry.

2
Alex Socolof, financial advisor Briarcliff Manor NY
Alex Socolof
CRD#: 1017723
555 Pleasantville Rd, N106, Briarcliff Manor, NY 10510

Alex Socolof (CRD# 1017723) is an Investment Advisor Representative working at Strategic Wealth Management LLC in Briarcliff Manor, NY and has over 40 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals