Richard S. Petrell

211 West Jefferson Street Ste. 22
Syracuse, NY 13202
Strategic Wealth Advisors | Financial Advisor in Syracuse ,NY

About Strategic Wealth Advisors

The life planning team of Strategic Wealth Advisors is a service oriented group of investment professionals. We maintain strategic alliances with a group of professionals to handle all of the client's needs from complex estate and tax planning to all forms of risk management. The firm meticulously provides the most prudent vehicles that maximize the future and the position of the client.

Strategic Wealth Advisors serves our clients by utilizing the knowledge acquired through 80 years of Nobel prize winning research. This is made possible through the "Structured Investing" process, a disciplined, portfolio-management program custom tailored for you. Our process is described in the ground breaking book featured in the Dec. 6, 2010 "Money Wise" section of the Syracuse Post Standard, "Investment Answers" by Dan Goldie and Gordon

30 Years of Experience



General Information
Name of Custodial Firm:   Fidelity Institutional, Charles Schwab
States Licensed in:   NY
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors , Investment Clubs


Services
Investment Types:   Mutual Funds , Options & Futures , Bonds , Stocks , Exchange Traded Funds (ETFs) , Insurance
I can meet clients in the following ways:   At your office , Via email , Via phone , At my office , At your home


Qualifications & Memberships
Insurance and Annuity Licenses:   Life
Financial Organization Memberships:   Investment Management Consultants Association


Firm Information
Firm's Number of Clients:   450
Firm's Number of Managed Clients:   450
Assets Managed by Firm:   $76,000,000
Assets Managed by Advisor:   $42,000,000


Compliance
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   50,000
Compensation Methods:   Based on Assets



FAQs

Richard S. Petrell

Richard S. Petrell

CIMA

Communities Served

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Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM