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STRATEGIC ADVISORY SERVICES

MEMPHIS, TN · CRD 287984 · IAPD ↗ · saswealthadvisors.com · 901-751-2025

$201.2MRegulatory AUM
8Advisory reps
10Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — STRATEGIC ADVISORY SERVICES shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2026 — STRATEGIC ADVISORY SERVICES added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2026 — STRATEGIC ADVISORY SERVICES began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
46
April 2025 — STRATEGIC ADVISORY SERVICES notice-filed in FL, GA, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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