Strategic Wealth Solutions LLC

Strategic Wealth Solutions LLC (CRD# 314589) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Strategic Wealth Solutions LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michael Dopazo, financial advisor Lincroft NJ
Michael J. Dopazo
CRD#: 4853505
Lincroft, NJ

Michael Dopazo (CRD# 4853505) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 19 years of experience in the finance industry.

2
John Long, financial advisor Lincroft NJ
John J. Long
CRD#: 4650164
Lincroft, NJ

John Long (CRD# 4650164) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 19 years of experience in the finance industry.

3
Deepak Malhotra, financial advisor Lincroft NJ
Deepak K. Malhotra
CRD#: 5697204
Lincroft, NJ

Deepak Malhotra (CRD# 5697204) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 13 years of experience in the finance industry.

4
John Sisler, financial advisor Lincroft NJ
John P. Sisler
CRD#: 6520159
Lincroft, NJ

John Sisler (CRD# 6520159) is an Investment Advisor Representative working at Strategic Wealth Solutions LLC in Lincroft, NJ and has over 7 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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