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Strategic Asset Management Group Advisors CRD 135832
$416M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 North Federal Highway Suite 202, Pompano Beach, FL 33062 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-09 |
| FL | RA | APPROVED | 2018-04-10 |
Branch Locations
2000 North Federal Highway Suite 202, Pompano Beach, FL 33062 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-17 |
Branch Locations
6451 N. Federal Highway Ste 409, Fort Lauderdale, FL 33308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-04-15 |
Branch Locations
2000 North Federal Highway Suite 202, Pompano Beach, FL 33062 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Incorporated | Cincinnati | OH | 04/2019 | Present |
| Lincoln Investment | Fort Lauderdale | FL | 06/2012 | Present |
| Strategic Asset Management Group Advisors | Pompano Beach | FL | 04/2019 | Present |
| Strategic Asset Management Group Advisors | Pompano Beach | FL | 03/2018 | Present |
| Strategic Asset Management Group Advisors | Ft. Lauderdale | FL | 09/2013 | 03/2019 |
Strategic Asset Management Group Advisors Position: Partner, IAR Nature: IRIA Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date; 9/1/2009 Address: 2000 N. Federal Highway Suite 202 Pompano Beach, FL 33062 Description: trading, reports, advising 556 HOLDINGS, LLC POSITION: Member NATURE: Valant Land INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2019 ADDRESS: 2000 N. Federal Highway, Ste. 202, Pompano Beach FL 33062, United States DESCRIPTION: Pay bills. SAM Operations, LLC Position: VP, Member Nature: Holding company used to pay company expenses only. Investment Related: No Hours: 25 Securities Trading Hours: 25 Start Date: 7/31/2013 Address: 2000 N. Federal Highway, Suite 202 Pompano Beach, FL 33062 Description: This LLC is used as a holding company used to pay all business-related expenses related to the company. Payroll, health insurance, rent, business taxes, IT, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-05 |
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