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R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
RS PETRELL & ASSOCIATES, LLC
CRD 143462 · SEC 801-70011
5784 WIDEWATERS PARKWAY, FIRST FLOOR, DEWITT, NY, 13214, United States
Phone
315-218-7350
Fax
315-218-7348
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.1M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-04
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $17.5M |
| High net worth individuals | 118 | $138.2M |
| Pension/profit sharing plans | 4 | $3.4M |
States served
NY, SC, FL
All web addresses on file
Official SEC filing: View on IAPD