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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-10-15 |
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 |
|---|---|---|---|---|
| Riverfront Investment Group, Llc | Richmond | VA | 11/2013 | 12/2019 |
| Alps Distributors, Inc. | Richmond | VA | 11/2013 | 04/2021 |
| Riverfront Investment Group, Llc | Richmond | VA | 01/2020 | 04/2021 |
| Rw Baird | Charlotte | NC | 05/2021 | 04/2024 |
| Strategas Asset Management | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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