Marybeth Petrell

Employer firm

R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors CRD 143462

$159M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Realta Equities, Inc.
  Wilmington, DE
• 01/2011 → Present
  R.S. Petrell & Associates, Llc D/B/A Strategic Wealth Advisors
  Dewitt, NY

Other Businesses

REGISTERED REPRESENTATIVE IS AN OWNER AND CCO OF STRATEGIC WEALTH ADVISORS, AND INVESTMENT ADVISORY REPRESENTATIVE. THIS IS INVESTMENT-RELATED ACTIVITY COMPRISING OF APPROXIMATELY 120 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-07-01
• S63 Uniform Securities Agent State Law Examination
  1991-05-17

Other Names

• Marybeth Hellmer