Unclaimed Profile

Anthony John Daria

STRATEGIC WEALTH MANAGEMENT LLC·BRIARCLIFF MANOR, New York

STRATEGIC WEALTH MANAGEMENT LLC

555 PLEASANTVILLE RD., BRIARCLIFF MANOR, NY 10510CRD# 2331465Firm CRD# 140745

Profile Verification

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

Identity

Anthony John Daria · BRIARCLIFF MANOR, NY

Registration

CRD #2331465 · STRATEGIC WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Anthony John Daria is a registered financial advisor based in BRIARCLIFF MANOR, New York, affiliated with STRATEGIC WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT LLC

AUM

$13M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIC WEALTH MANAGEMENT LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2331465

Firm CRD# 140745

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anthony John Daria offer?

Anthony John Daria specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIARCLIFF MANOR, New York for a consultation.

What are Anthony John Daria's credentials?

Anthony John Daria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony John Daria located?

Anthony John Daria is based in BRIARCLIFF MANOR, New York, working with STRATEGIC WEALTH MANAGEMENT LLC. Their office serves clients in the BRIARCLIFF MANOR metropolitan area and surrounding communities.

How does Anthony John Daria charge for services?

Anthony John Daria's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH MANAGEMENT LLC?

STRATEGIC WEALTH MANAGEMENT LLC has approximately 2 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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