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 10 top financial advisors.
1
Patricia V. Eddy
CRD#: 5277551
7300 Grace Drive, Columbia, MD 21044
98
Wealthminder
score

Patricia Eddy (CRD# 5277551) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 8 years of experience in the finance industry.

2
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 23 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.

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 28 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 22 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 21 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
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 9 years of experience in the finance industry.

7
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.

8
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.

9
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.

10
Patricia B. Achterhof
CRD#: 6444824
7300 Grace Drive, Columbia, MD 21044
88
Wealthminder
score

Patricia Achterhof (CRD# 6444824) is an Investment Advisor Representative working at Stratwealth in Columbia, MD and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.