Strategic Advisory Services, L.L.C.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 108706
- SEC number
- 801-113260
- Firm type
- RIA
- Assets under management
- $184.9M as of Mar 3, 2026
- Website
- www.linkedin.com/company/strategic-advisory-services-l-p- ↗
- Phone
- 713-977-3800
- Address
- 2925 Briarpark Dr., Houston, TX, 77042
Advisors at this firm
4 in our index · page 1 of 1
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Richard Allen GrbacCRD 228224 · Houston, TXIA RegisteredDisclosure event(s) on record
-
Sue Bersuder GrbacCRD 2487705 · Houston, TXIA Registered
-
Jeremy Brandon JoinerCRD 4969634 · Houston, TXIA RegisteredDisclosure event(s) on record
-
Donald Michael WellingsCRD 6785796 · Houston, TXIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 108706 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.