Strong Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strong Wealth Advisors serves high‑net‑worth and other individual investors as well as businesses and institutional clients, providing financial planning, portfolio management and consulting, private placement investments, referrals to third‑party advisers, and portfolio management for pooled investment vehicles. The firm’s brochure notes standalone financial planning for a flat fee and portfolio management across equities, fixed income, options, mutual funds, ETFs and private funds.
The firm constructs customized portfolios based on a client’s risk tolerance, time horizon, income and liquidity needs and uses a mix of analysis methods—fundamental, technical, cyclical and charting—to support strategies that range from capital preservation to aggressive growth. Trading tactics described include long‑ and short‑term holdings, trading and option writing (short puts, long puts and covered calls); accounts are generally monitored at least quarterly and are managed on a discretionary basis unless a client elects otherwise.
Noteworthy differences from many peers include the firm’s active role in structuring and managing private pooled vehicles (often using 3(c)(1) or 3(c)(7) exemptions and, at times, acting as general partner) and its use of performance‑based fees for qualified clients (a stated management fee plus a 20% performance fee calculated on an account‑by‑account high‑water‑mark basis). The firm is affiliated with a FINRA‑registered broker‑dealer, has dually registered representatives, discloses soft‑dollar and referral arrangements and receives portions of third‑party adviser or private fund management fees, with those conflicts addressed through disclosure and fee‑offset practices.
Client services
Expertise
Occupation focus
Fee options
Flat fee for financial planning typically from $1,500 to $25,000 plus expenses.
$0 - $1,000,000: 2.5% annually $1,000,000+: 2.25% annually
Advisory representatives may earn commissions from affiliated broker dealer activities and insurance sales.
Up to $250 per hour for financial planning services.
For qualified clients, 2% asset management fee plus 20% of gains as performance fee.
Account minimum: $250,000 Minimum fee: Financial Planning flat fees typically range from $1,500 to $25,000 plus expenses. Fee-only: Financial planning fees charged as flat fees ranging from $1,500 to $25,000 or hourly fees up to $250 per hour.
Main office
See office1266 East Main Street
Stamford CT 06902
Advisors at this office
1
Offices (3)
Most active in
Colorado · Connecticut · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Peter H
Series 63, Series 65
White Plains, NY
Strong Wealth Advisors, LLC
Peter Heine is a financial advisor with Strong Wealth Advisors, LLC in White Plains, NY. He holds Series 63 and Series 65 licenses and has experience at Smith Graham & Co Investment Advisors L.P. from 2009 to 2022, followed by roles at Loop Capital Asset Management and Strong Wealth Advisors. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, offering financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios integrating various analysis methods and actively manages private pooled investment vehicles, often using performance-based fees for qualified clients.
Gordon A
Series 63, Series 65
Stamford, CT
Strong Wealth Advisors, LLC
Gordon Armstrong is a financial advisor with Strong Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He is the founder, CEO, and president of Strong Capital Markets, LLC, a broker-dealer based in Stamford, CT. Armstrong has held previous roles at firms including March Capital Corp, Blaylock Van, LLC, and North South Capital. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients by providing financial planning, portfolio management, consulting, and private placement investments. The firm constructs customized portfolios using a range of analysis methods and manages accounts across multiple asset classes, often engaging in active management of private pooled investment vehicles.
Brandon S
Series 63, Series 65
Stamford, CT
Strong Wealth Advisors, LLC
Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at Cortex Technology Capital Management, Cortex Technology Capital Advisors, Sherwood Capital Advisors, and George K. Baum & Company. In addition to his advisory work, he serves as Vice President in investment banking at Strong Capital Markets, LLC. Strong Wealth Advisors serves high-net-worth individuals, businesses, and institutional clients, providing financial planning, portfolio management, private placement investments, and consulting. The firm constructs customized portfolios using various analytical methods and offers active management of private pooled vehicles, employing performance-based fees for qualified clients.
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