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Gregory Neal Strnadel

& partners

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About Gregory Neal Strnadel

Gregory Neal Strnadel is a financial advisor with over 30 years of experience in the industry. Gregory currently works at &partners, and has been with the firm since June 2024. Before joining &partners, Gregory worked at Wells Fargo Advisors LLC. Gregory offers various financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars.

Firm Information

Gregory Strnadel is currently registered with & partners. &partners is a Limited Liability Company that was formed on December 7, 1995. They are headquartered in Nashville, TN and have offices in multiple states. The firm provides a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. &partners manages over $1 billion in assets for a diverse client base, including individuals, families, businesses, trusts, and charitable organizations. They are registered with the SEC and in all 51 states.
& partners

40 BURTON HILLS BLVD

NASHVILLE, TN 37215

$1.17B

Assets Under Management

254

Total Clients

250

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Trans fee, service charges; 12b-1; money market trls; bdsp

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Gregory Strnadel’s Registration & Firm History

TX

06/28/2024 - Present

&partners (Tyler TX)

TX

04/21/2022 - 07/05/2024

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TYLER TX)

TX

07/01/2003 - 04/21/2022

WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)

NY

03/26/1999 - 07/01/2003

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

07/05/1990 - 03/30/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

06/20/1989 - 07/11/1990

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 08/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/26/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/29/1999

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2001

Series 3 - National Commodity Futures Examination

BC

Issued 06/17/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Neal Strnadel.
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