Unclaimed Profile

Neil Oliver Dorrel

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

SIE, Series 3, Series 7, Series 30, Series 63, Series 65Clean record23 years registeredSTRATEGY ASSET MANAGERS L.L.C.

50 TICE BOULEVARD, WOODCLIFF LAKE, NJ 07677CRD# 2624042Firm CRD# 109939

Profile Verification

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

Identity

Neil Oliver Dorrel · WOODCLIFF LAKE, NJ

Registration

CRD #2624042 · STRATEGY ASSET MANAGERS L.L.C. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGY ASSET MANAGERS L.L.C.

STRATEGY ASSET MANAGERS L.L.C.

Apr 2018 – Dec 2018

Pasadena, CA

HOLLY STREET WEALTH ADVISORS

Feb 2018 – Dec 2018

Pasadena, CA

CITIGROUP GLOBAL MARKETS INC.

Apr 2005 – Mar 2008

LOS ANGELES, CA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2003 – Aug 2004

LOS ANGELES, CA

MORGAN STANLEY

Nov 2002 – Feb 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 30

Series 63

Series 65

Registration record

First registered · November 13, 2002

Years registered · 23

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 Neil Oliver Dorrel offer?

Neil Oliver Dorrel specializes in Financial Planning, Investment Management, Wealth Management.

What are Neil Oliver Dorrel's credentials?

Neil Oliver Dorrel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Oliver Dorrel located?

Neil Oliver Dorrel is based in WOODCLIFF LAKE, New Jersey, last registered with STRATEGY ASSET MANAGERS L.L.C..

How does Neil Oliver Dorrel charge for services?

Neil Oliver Dorrel'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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