A complete list of active advisors currently associated with Strategic Advocates, LLC

Warmer can help you find a great advisor at Strategic Advocates, LLC or one who fits your needs even better.

Strategic Advocates provides discretionary portfolio management and written financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities. The firm manages approximately $33.7 million for about 141 clients through a three‑adviser team and also facilitates the selection and oversight of third‑party independent managers. The firm implements tailored advice using proprietary asset‑allocation models and periodic suitability reviews, with ongoing supervision and at least annual account reviews. Investment implementation can include traditional equities and fixed income as well as more active and alternative exposures — the brochure discloses use of Independent Managers for private placements and private credit, option and margin strategies, and quantitative analytics — with manager performance monitored and allocations adjusted as client circumstances or market conditions change. Notable operational distinctions disclosed in the brochure include a planned regulatory transition from SEC to state registration and a recent consolidation of ownership, both of which affect governance and oversight arrangements. The firm also discloses use of artificial intelligence‑based notetaking for virtual and telephonic client meetings (with human review and vendor safeguards) and that some advisers are separately licensed to sell insurance and may receive commissions for those sales, which are disclosed conflicts of interest and service differentiators relative to many peers.

To learn more about the advisors currently working at Strategic Advocates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.