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Strategas Asset Management, LLC CRD 172000
$458M regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-13 |
Branch Locations
52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategas Securities, Llc Dba Strategas Research Partners, Llc | New York | NY | 09/2008 | Present |
| Strategas Asset Management, Llc | New York | NY | 09/2014 | Present |
Name/Address: WYCHMERE PARTNERS, LLC. LOCATED AT OLD GREENWICH, CT 06870 Start Date: 12/31/14 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-2 hours/month Role/Responsibility: General Partner; Family investments Investment Related Name/Address: Analogue Lounge 19 West 8th Street New York NY 10011 Start Date: 4/22/13 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: LLC Member/Owner Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-12 |
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