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Samuel Ashford McElroy

Stride Investments, LLC

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About Samuel Ashford McElroy

Samuel McElroy is an Investment Advisor Representative at Stride Investments, LLC. Samuel has been with the firm since February 2013. Samuel is registered with the state of Illinois and Texas. Stride Investments, LLC is a Registered Investment Advisor located in Chicago, IL. The firm provides investment advice and financial planning services to individuals, businesses, and high-net-worth individuals. The firm manages approximately $173,831,969 in assets.

Firm Information

Samuel McElroy is currently registered with Stride Investments, LLC. Stride Investments, LLC is a Chicago, IL-based investment advisor with 3 licensed agents. The firm manages approximately $173,831,969 in regulatory assets under management for 1,458 clients. Stride Investments provides portfolio management for individuals and pensions, as well as sub-advisory services. The firm manages assets for high-net-worth individuals, corporations, and individuals other than high-net-worth.
Stride Investments, LLC

1925 N CLYBOURN AVE

CHICAGO, IL 60614

$173.83M

Assets Under Management

Not reported

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisors

Sub-advisors

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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percentage of assets

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

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Samuel McElroy’s Registration & Firm History

IL

02/07/2022 - Present

Stride Investments, LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 01/28/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel Ashford McElroy.
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