Unclaimed Profile

Gregory Scott Markel

STRATEGY ASSET MANAGERS L.L.C.·WOODCLIFF LAKE, New Jersey

SIE, Series 7, Series 7TO, Series 63, Series 66CFAClean record8 years registeredSTRATEGY ASSET MANAGERS L.L.C.

50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 1559421Firm CRD# 109939

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gregory Scott Markel · WOODCLIFF LAKE, NJ

Registration

CRD #1559421 · STRATEGY ASSET MANAGERS L.L.C. · 8 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Feb 2021 – present

STRATEGY ASSET MANAGERS L.L.C.

Apr 2018 – Jan 2020

Woodcliff Lake, NJ

HOLLY STREET WEALTH ADVISORS

Mar 2018 – Sep 2018

Pasadena, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · March 20, 2018

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGY ASSET MANAGERS L.L.C.

CRD 109939 · SEC 801-60049

AUM

$631M

Regulatory assets under management

Employees

975 client accounts

Services offered by STRATEGY ASSET MANAGERS L.L.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGY ASSET MANAGERS L.L.C. →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Markel offer?

Gregory Scott Markel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODCLIFF LAKE, New Jersey for a consultation.

What are Gregory Scott Markel's credentials?

Gregory Scott Markel holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Scott Markel located?

Gregory Scott Markel is based in WOODCLIFF LAKE, New Jersey, working with STRATEGY ASSET MANAGERS L.L.C.. Their office serves clients in the WOODCLIFF LAKE metropolitan area and surrounding communities.

How does Gregory Scott Markel charge for services?

Gregory Scott Markel's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGY ASSET MANAGERS L.L.C.?

STRATEGY ASSET MANAGERS L.L.C. has approximately 12 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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