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Stuart Bert Strasner

Defiant Capital Group

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About Stuart Bert Strasner

Stuart Bert Strasner is an investment advisor representative with Defiant Capital Group. Stuart has been in the financial services industry for over 30 years, and holds the Series 6, 63, 22, and 65 securities licenses. Stuart's previous employment was with Phoenix Equity Planning Corporation. Stuart is also a Chartered Financial Analyst. Defiant Capital Group is a registered investment advisor headquartered in Warrendale, PA. Defiant Capital Group manages over $37 million in assets for high-net-worth individuals, pooled investment vehicles, and individuals other than high-net-worth.

Firm Information

Stuart Strasner is currently registered with Defiant Capital Group. Defiant Capital Group is an investment advisor registered with the SEC. They manage approximately $37.5 million in client assets. The firm offers financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. They work with high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.

$37.52M

Assets Under Management

3

Total Clients

2

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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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.

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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performance-based fees

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

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Stuart Strasner’s Registration & Firm History

PA

12/07/2022 - Present

Defiant Capital Group (WARRENDALE PA)

NA

04/13/1987 - 08/08/1988

PHOENIX EQUITY PLANNING CORPORATION

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Licenses & Designations

IA

Issued 02/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1987

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/22/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Bert Strasner.
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