Richard Allen 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

• 03/2004 → 12/2017
  Strategic Advisory Services, L.P.
  Houston, TX
• 03/2004 → 12/2017
  The Strategic Group, L.P.
  Houston, TX
• 03/2004 → 12/2017
  Viking 1082, Gp, Llc
  Houston, TX
• 09/2014 → Present
  Strategic Advisory Services, Llc
  Houston, TX

Previous Registrations

• 2005-11-10 → 2014-09-03
  Invest Financial Corporation
  Houston, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-22

Designations

• Certified Financial Planner

Other Names

• Dick Grbac