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).
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Total Assets Under Management384MILLION
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Total Number of Accounts2,163ACCOUNTS
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Average Account Value$177,703
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.