Courtney A Wellar

Current Employers

R.S. Petrell & Associates, Llc D/B/A Strategic Wealth Advisors

5784 Widewaters Parkway First Floor, Dewitt, NY 13214 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-06-20

NY RA
APPROVED

Since 2021-06-20

Branch Locations

5784 Widewaters Parkway First Floor, Dewitt, NY 13214 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rs Petrell & Associates Llc Dba Strategic Wealth Advisors	Dewitt	NY	01/2018	Present
Bond, Schoeneck & King	Syracuse	NY	04/2000	04/2018
Realta Investment Advisors, Inc.	Wilmington	DE	11/2023	Present

01/2018 → Present

Rs Petrell & Associates Llc Dba Strategic Wealth Advisors

Dewitt, NY
04/2000 → 04/2018

Bond, Schoeneck & King

Syracuse, NY
11/2023 → Present

Realta Investment Advisors, Inc.

Wilmington, DE

Previous Registrations

2023-12-06 → 2026-04-07

Realta Investment Advisors, Inc

Dewitt, NY

Wilmington, DE

Other Businesses

(1) Courtney A Wellar Esq.; Non-Investment Related; 1234 James Street Syracuse, NY 13203; Law; Attorney; Sole proprietor; 04/2018; 60/month or 5hr/week; Business and Tax consulting (2) RS Petrell & Associates LLC dba Strategic Wealth Advisors; Investment Related; DeWitt, NY; Investment Advisory Services; https://www.strategicwealthadvisors.net; Investment Advisor Representative; compensation in the form of fees; 30 hours per week during normal trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-01-08

S65 Uniform Investment Adviser Law Examination

2018-01-08

View on SEC IAPD