Sue Bersuder Grbac

Employer firm

Strategic Advisory Services, L.l.c. CRD 108706

$185M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ITEM 5.G.(2) IS PROVIDED THROUGH 5.G.(7) AND ASSET ALLOCATION SERVICES

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

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

Current Employers

Employment History

• 08/1985 → Present
  Strategic Advisory Services, L.P. (Formerly A Corporation)
  Houston, TX
• 08/1985 → Present
  The Strategic Group, L.P. (Fka The Strategic Group, Inc.)
  Houston, TX
• 08/1985 → Present
  Strategic Risk Management, Inc.
  Houston, TX
• 09/2014 → Present
  Strategic Advisory Services, Llc
  Houston, TX

Previous Registrations

• 2005-11-10 → 2014-09-09
  Invest Financial Corporation
  Houston, TX

Other Businesses

STRATEGIC ADVISORY SERVICES, L.P. INVESTMENT RELATED. 5850 SAN FELIPE, HOUSTON, TX. INVESTMENT ADVISORY (ORIA). VICE PRESIDENT. START 08/1995 40 HRS MTHLY/0 DURING TRADING. MANAGEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-08-26

Other Names

• Sue Bersuder Grbac
• Sue Bersuder
• Sue B Grbac