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STRATEGIC ADVISORY SERVICES, L.L.C.

HOUSTON, TX · CRD 108706 · IAPD ↗ · 713-977-3800

$184.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
March 2025 — STRATEGIC ADVISORY SERVICES, L.L.C. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.