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RS PETRELL & ASSOCIATES, LLC
RS PETRELL & ASSOCIATES, LLC
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
DEWITT, New York
·
1 registered advisor
·
CRD# 143462
SEC# 801-70011
0
315-218-7350
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at RS PETRELL & ASSOCIATES, LLC
1 registered advisor
Marybeth Petrell
DEWITT, New York
CRD# 1790420
05
Office Locations
DEWITT, New York
1 advisor
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Data sourced from SEC Form ADV filings. RS PETRELL & ASSOCIATES, LLC (CRD# 143462) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.