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Thomas Lee Christenbury

Strategic Advisory Services

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About Thomas Lee Christenbury

Thomas Christenbury is a financial professional with over 30 years of experience in the financial services industry. Thomas is currently registered with Strategic Advisory Services in Tennessee and Texas. Thomas has a strong background in securities, commodities, and investment advisory services. Thomas also holds the Series 3, 7, 52, and 65 licenses, as well as the SIE. Before joining Strategic Advisory Services, Thomas worked at other financial institutions, including Duncan-Williams, Inc., Sterne, Agee & Leach, Inc., Morgan Keegan & Company, Inc., and ICBA Securities. Thomas is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Thomas Christenbury is currently registered with Strategic Advisory Services. 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.

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Thomas Christenbury’s Registration & Firm History

TN

03/14/2019 - Present

Strategic Advisory Services (MEMPHIS TN)

TN

08/02/2010 - 11/16/2012

DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)

TN

06/19/2009 - 07/14/2010

STERNE, AGEE & LEACH, INC. (MEMPHIS TN)

TN

11/08/2006 - 02/03/2009

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

TN

05/29/2002 - 11/13/2006

ICBA SECURITIES (MEMPHIS TN)

TN

05/29/2002 - 11/13/2006

VINING SPARKS (MEMPHIS TN)

TN

03/23/1998 - 05/08/2002

NBC CAPITAL MARKETS GROUP (MEMPHIS TN)

WI

02/01/1997 - 03/25/1998

INVEST FINANCIAL CORPORATION (APPLETON WI)

NA

05/03/1996 - 02/01/1997

AMERISTAR CAPITAL MARKETS, INC.

TN

04/12/1984 - 05/15/1996

MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)

NA

04/28/1983 - 04/11/1984

MUNICIPAL SECURITIES, INCORPORATED

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Licenses & Designations

IA

Issued 01/30/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/15/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/24/1985

Series 3 - National Commodity Futures Examination

BC

Issued 05/19/1984

Series 7 - General Securities Representative Examination

BC

Issued 04/27/1983

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Lee Christenbury.
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