MP
View SEC Summary

Firm Information

R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
231 clients
Average Client Portfolio
$635K average
Assets Under Management
$146.7M

Fee Structure

I am unable to provide a fee summary as no brochure text was provided.

View Full Brochure on SEC

Advisor Information

Office location

5784 Widewaters Parkway, First Floor, Dewitt, NY, 13214

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Marybeth is an owner and CCO of Strategic Wealth Advisors, and an investment advisory representative. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
R.S. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
May 2021 - Present · 4 yrs 8 mos
Previous Registrations
Realta Equities, INC.Broker
June 2015 - January 2025 · 9 yrs 7 mos
Ridgeway & Conger, INC.Broker
January 2008 - May 2015 · 7 yrs 4 mos
Leigh Baldwin & Co., LLC Broker
June 1998 - December 2005 · 7 yrs 6 mos
Quick & Reilly, INC.Broker
December 1994 - November 1996 · 1 yr 11 mos
Marine Midland Securities, INC.Broker
June 1994 - December 1994 · 6 mos
Cigna Financial Advisors,inc.Broker
March 1994 - June 1994 · 3 mos
Leigh D. Baldwin & Co., INC.Broker
December 1991 - March 1994 · 2 yrs 3 mos
Shearman, Ralston INC. Broker
March 1991 - January 1992 · 10 mos
Dean Witter Reynolds INC.Broker
January 1991 - February 1991 · 1 mo
Palm Beach Financial, INC.Broker
February 1990 - January 1991 · 11 mos
Corley Financial Services, INC.Broker
February 1988 - July 1988 · 5 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.