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Anthony John Daria

STRATEGIC WEALTH MANAGEMENT LLC·BRIARCLIFF MANOR, New York
Unclaimed Profile
555 PLEASANTVILLE RD., BRIARCLIFF MANOR, NY 10510CRD# 2331465Firm CRD# 140745
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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.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT LLC
STRATEGIC WEALTH MANAGEMENT LLC
AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2331465
Firm CRD# 140745
1 disclosure on file
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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