STRATEGIC WEALTH MANAGEMENT LLC

BRIARCLIFF MANOR, New York·2 registered advisors·CRD# 140745
SEC# 801-66859914-769-2601
01

Firm Overview

AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at STRATEGIC WEALTH MANAGEMENT LLC

2 registered advisors
Alex Socolof
BRIARCLIFF MANOR, New York
Anthony John Daria
BRIARCLIFF MANOR, New York
05

Office Locations

BRIARCLIFF MANOR, New York
2 advisors

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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT LLC (CRD# 140745) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.