Stratwealth

Stratwealth (CRD# 113678) is a financial advisory firm headquartered in Columbia, MD. They manage $939,083,216 in 2,899 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    939
    MILLION
  • Total Number of Accounts
    2,899
    ACCOUNTS
  • Average Account Value
    $323,934
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, DC, DE, FL, LA, MD, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA

Financial Advisors at Stratwealth
Showing 1 - 10 of 11 top financial advisors.
1
Gary P. Desjardins
CRD#: 2442280
1405 Wesley Drive, Suite 32, Salisbury, MD 21801
96
Wealthminder
score

Gary Desjardins (CRD# 2442280) is an Investment Advisor Representative working at Stratwealth in Salisbury, MD and has over 22 years of experience in the finance industry. Gary Desjardins 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.

2
Shaun Eddy
CRD#: 1983133
7300 Grace Drive, Columbia, MD 21044
96
Wealthminder
score

Shaun Eddy (CRD# 1983133) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 23 years of experience in the finance industry. Shaun Eddy 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
James K. Eichelberger
CRD#: 1854268
7300 Grace Drive, Columbia, MD 21044
96
Wealthminder
score

James Eichelberger (CRD# 1854268) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 27 years of experience in the finance industry. James Eichelberger 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.

4
James M. Griesser
CRD#: 1830999
7300 Grace Drive, Columbia, MD 21044
96
Wealthminder
score

James Griesser (CRD# 1830999) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 21 years of experience in the finance industry. James Griesser 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.

5
Jennine R. Lacroix
CRD#: 2294476
7300 Grace Drive, Columbia, MD 21044
96
Wealthminder
score

Jennine Lacroix (CRD# 2294476) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 20 years of experience in the finance industry. Jennine Lacroix 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.

6
Patricia V. Eddy
CRD#: 5277551
7300 Grace Drive, Columbia, MD 21044
93
Wealthminder
score

Patricia Eddy (CRD# 5277551) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 7 years of experience in the finance industry.

7
Grace S. Lee
CRD#: 2602577
7300 Grace Drive, Columbia, MD 21044
93
Wealthminder
score

Grace Lee (CRD# 2602577) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 8 years of experience in the finance industry.

8
Amanda N. Campbell
CRD#: 6253753
7300 Grace Drive, Columbia, MD 21044
90
Wealthminder
score

Amanda Campbell (CRD# 6253753) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has 1 year of experience in the finance industry. Amanda Campbell 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.

9
Joseph P. Garrison
CRD#: 4874637
7300 Grace Drive, Columbia, MD 21044
90
Wealthminder
score

Joseph Garrison (CRD# 4874637) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has 1 year of experience in the finance industry. Joseph Garrison 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.

10
Kimberly S. Magaha
CRD#: 5198218
7300 Grace Drive, Columbia, MD 21044
90
Wealthminder
score

Kimberly Magaha (CRD# 5198218) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has 1 year of experience in the finance industry. Kimberly Magaha 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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