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Strategic Advisory Services

Headquartered in MEMPHIS, TN

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Firm Information

Strategic Advisory Services is a registered investment advisor with the SEC based in Memphis, TN. They have 3 licensed agents, 10 investment advisor representatives, 6 registered representatives, 10 investment advisory functions, and 4 advisor representatives for other investment advisors. They provide advisory services in portfolio management for individuals, selection of other advisers, and other services that include derivatives involving covered call option strategies. They manage approximately $177,512,000 in discretionary assets for 525 accounts. Their client base consists of 47 high-net-worth individuals, 140 individuals other than high-net-worth, and 2 charitable organizations.

Strategic Advisory Services

6465 QUAIL HOLLOW ROAD

MEMPHIS, TN 38120

$177.51M

Assets Under Management

120

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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derivatives involving covered call option strategies

Derivatives involving covered call option strategies

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

STRATEGIC ADVISORY SERVICES has a total of 2 branch locations across the country.
location

MEMPHIS, TN

location

Memphis, TN

Advisors at Strategic Advisory Services

View All 11 Advisors
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Michael Lawrence Agee

RA

MEMPHIS, TN

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Walter Thomas Bross

RA

MEMPHIS, TN

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Jacob Brian Jackson

RA

MEMPHIS, TN

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Audrey Jane Liles

RA

MEMPHIS, TN

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Kent Brooks Monypeny

RA

MEMPHIS, TN

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Thomas Lee Christenbury

RA

MEMPHIS, TN

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Charles Raymond Hardee

RA

MEMPHIS, TN

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Staci Lynne Jackson

RA

MEMPHIS, TN

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Disclosures

There are no public disclosures for Strategic Advisory Services.

Frequently Asked Questions (9)

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