A complete list of active advisors currently associated with Strong Wealth Advisors, LLC
Warmer can help you find a great advisor at Strong Wealth Advisors, LLC or one who fits your needs even better.
Strong Wealth Advisors provides portfolio management and consulting for individuals, businesses and institutional clients, and structures and manages private pooled investment vehicles and private placement investments. The firm also offers standalone financial planning and referrals to third‑party advisers, and the brochure notes the firm reported no assets under management as of the filing date and operates with a small advisory team. The firm describes a multi‑method investment process that uses charting, cyclical, fundamental and technical analysis and employs a range of holding periods (long‑term, short‑term, trading) as well as option strategies (short puts, long puts and covered calls). It conducts formal due diligence on private placements, manages funds under 3(c)(1)/3(c)(7) exemptions, typically provides discretionary management with quarterly reporting, and may charge percentage‑of‑AUM fees and performance fees for qualified clients. Noteworthy characteristics compared with many peers include an affiliation with a FINRA‑registered broker‑dealer (Strong Capital Markets) and dual‑registered representatives, disclosure of soft‑dollar arrangements and direct billing of advisory fees from custodial accounts, and the firm’s role as manager/general partner of private funds where it collects management and potential performance fees. The brochure also discloses fee‑sharing arrangements when referring clients to third‑party advisers and the explicit use of derivatives and options strategies in managed accounts, practices that are less common among firms in this category.
To learn more about the advisors currently working at Strong Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Stamford, CT
| 27
| |
White Plains, NY
| 0
| |
Englewood, CO
| 8
|
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