The Strategic Financial Alliance

The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $655,293,518 in 2,767 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    655
    MILLION
  • Total Number of Accounts
    2,767
    ACCOUNTS
  • Average Account Value
    $236,825
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at The Strategic Financial Alliance
Showing 1 - 10 of 90 top financial advisors.
1
Amy G. Abromaitis
CRD#: 1796733
920 Cassatt Road, Suite 202, Berwyn, PA 19312

Amy Abromaitis (CRD# 1796733) is an Investment Advisor Representative working at The Strategic Financial Alliance in Berwyn, PA and has over 24 years of experience in the finance industry. Amy Abromaitis 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
Andrea L. Albu
CRD#: 2221132
2200 Century Parkway, Suite 500, Atlanta, GA 30345

Andrea Albu (CRD# 2221132) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 12 years of experience in the finance industry.

3
Lori P. Allison
CRD#: 4006962
10300 Eaton Place, Suite 470, Fairfax, VA 22030

Lori Allison (CRD# 4006962) is an Investment Advisor Representative working at The Strategic Financial Alliance in Fairfax, VA and has over 21 years of experience in the finance industry. Lori Allison 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
Joseph R. Arellano
CRD#: 6987
Larkspur, CA

Joseph Arellano (CRD# 6987) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 23 years of experience in the finance industry.

5
Brian C. Baker
CRD#: 6620152
Clemson, SC 29633
Brian Baker (CRD# 6620152) is an Investment Advisor Representative working at The Strategic Financial Alliance in Clemson, SC and has 1 year of experience in the finance industry.
6
Kevin Bartel
CRD#: 5691133
Larkspur, CA

Kevin Bartel (CRD# 5691133) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 8 years of experience in the finance industry.

7
Thomas R. Beck
CRD#: 2613804
Larkspur, CA

Thomas Beck (CRD# 2613804) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 25 years of experience in the finance industry. Thomas Beck 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
D A. Blankenship
CRD#: 2842335
2200 Century Parkway, Suite 500, Atlanta, GA 30345

D Blankenship (CRD# 2842335) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 23 years of experience in the finance industry.

9
Thomas F. Borst
CRD#: 26381
1316 Dawson Road, Albany, GA 31707

Thomas Borst (CRD# 26381) is an Investment Advisor Representative working at The Strategic Financial Alliance in Albany, GA and has over 9 years of experience in the finance industry. Thomas Borst 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
William B. Bowers
CRD#: 4433033
Raleigh, NC

William Bowers (CRD# 4433033) is an Investment Advisor Representative working at The Strategic Financial Alliance in Raleigh, NC and has over 19 years of experience in the finance industry. William Bowers 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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