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THE STRATEGIC FINANCIAL ALLIANCE, INC.
THE STRATEGIC FINANCIAL ALLIANCE, INC.
THE STRATEGIC FINANCIAL ALLIANCE
ATLANTA, Georgia
·
6 registered advisors
·
CRD# 126514
SEC# 801-62226
38
678-954-4000
01
Firm Overview
AUM
$334M
Regulatory assets under management
Employees
74
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE STRATEGIC FINANCIAL ALLIANCE, INC.
6 registered advisors
Arthur Bertram Goldsmith
ATLANTA, Georgia
CRD# 706059
Clive Slovin
ATLANTA, Georgia
CRD# 1101301
Edward Barnett Woll
ATLANTA, Georgia
CRD# 1096606
Jean M Merriman
ATLANTA, Georgia
CRD# 2449646
Laree L Holloway
ATLANTA, Georgia
CRD# 1365566
Shayna Janella Marshall
ATLANTA, Georgia
CRD# 4609753
05
Office Locations
ATLANTA, Georgia
6 advisors
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Data sourced from SEC Form ADV filings. THE STRATEGIC FINANCIAL ALLIANCE, INC. (CRD# 126514) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.