Glen Allen, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$770,106,051
ClientsTotal clients
493
AdvisorsAdvisors at this office
2
Of 11 advisors across 7 offices
Location
5231 Hickory Park Drive, Suite A
Glen Allen VA 23059
Advisors at this office
2
Advisors at this office
Jennifer L
CFP®, CFA®
Glen Allen, VA
Strathmore Capital Advisors
Jennifer Luzzatto is a CFP® and CFA® with 26 years of industry experience. She joined Strathmore Capital Advisors in 2025 after spending 26 years at Summit Financial Partners, Inc. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, combined with technology integration and a range of specialized services including tax preparation and a securities-backed lending strategy.
Alishia D
CFP®
Glen Allen, VA
Strathmore Capital Advisors
Alishia Dubois is a CFP® professional with four years of industry experience, currently serving at Strathmore Capital Advisors. Her prior experience includes roles at Modera Wealth Management, Bernhardt Wealth Management, AMJ Financial Wealth Management, and Yeske Buie. Strathmore Capital Advisors serves individuals, trusts, endowments, and participant-directed retirement plans with discretionary portfolio management and goals-based financial planning. The firm emphasizes an asset-allocation-driven investment approach using mutual funds and ETFs, supplemented by technology for client service and distinctive offerings such as a synthetic lending strategy and integrated tax-preparation services.
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