The Strategic Financial Alliance

The Strategic Financial Alliance (CRD# 126514) is a financial advisory firm headquartered in Atlanta, GA. They manage $384,370,810 in 2,163 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    384
    MILLION
  • Total Number of Accounts
    2,163
    ACCOUNTS
  • Average Account Value
    $177,703
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at The Strategic Financial Alliance
Showing 31 - 40 of 64 top financial advisors.
31
Judah D. Margulies
CRD#: 5530587
3930 East Jones Bridge Road, 175, Peachtree Corners, GA 30092

Judah Margulies (CRD# 5530587) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 10 years of experience in the finance industry.

32
Matthew Mayer
CRD#: 6233439
Marion, IA

Matthew Mayer (CRD# 6233439) is an Investment Advisor Representative working at The Strategic Financial Alliance in Marion, IA and has over 8 years of experience in the finance industry.

33
Jeffrey D. McClenning
CRD#: 4977720
3930 East Jones Bridge Road, 150, Peachtree Corners, GA 30092

Jeffrey McClenning (CRD# 4977720) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 18 years of experience in the finance industry.

34
Jean M. Merriman
CRD#: 2449646
2200 Century Parkway, Suite 500, Atlanta, GA 30345

Jean Merriman (CRD# 2449646) is an Investment Advisor Representative working at The Strategic Financial Alliance in Atlanta, GA and has over 29 years of experience in the finance industry.

35
Kevin J. Murphy
CRD#: 5587675
202 Abbey Court, Alpharetta, GA 30004

Kevin Murphy (CRD# 5587675) is an Investment Advisor Representative working at The Strategic Financial Alliance in Alpharetta, GA and has over 15 years of experience in the finance industry.

36
Ronald W. Murphy
CRD#: 343417
Larkspur, CA

Ronald Murphy (CRD# 343417) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 28 years of experience in the finance industry.

37
Travis I. Nakamura
CRD#: 3230593
Larkspur, CA

Travis Nakamura (CRD# 3230593) is an Investment Advisor Representative working at The Strategic Financial Alliance in Larkspur, CA and has over 24 years of experience in the finance industry.

38
Stephen P. Oneil
CRD#: 1426336
202 Abbey Court, Alpharetta, GA 30004

Stephen Oneil (CRD# 1426336) is an Investment Advisor Representative working at The Strategic Financial Alliance in Alpharetta, GA and has over 38 years of experience in the finance industry.

39
Richard Park
CRD#: 4557055
Ewa Beach, HI

Richard Park (CRD# 4557055) is an Investment Advisor Representative working at The Strategic Financial Alliance in Ewa Beach, HI and has over 21 years of experience in the finance industry.

40
Joe L. Pearce
CRD#: 3054851
Wilmington, NC

Joe Pearce (CRD# 3054851) is an Investment Advisor Representative working at The Strategic Financial Alliance in Wilmington, NC and has over 25 years of experience in the finance industry.

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