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Strategic Wealth Advisory Group, LLC Employee Directory

Financial ServicesSouth Carolina, United States0-1 Employees

Strategic Wealth Advisory Group, LLC operates as an independent financial services firm that focuses on wealth management, asset preservation, tax strategies, and wealth transfer-distribution for clients in the Charleston, Columbia, and Atlanta regions. The firm emphasizes aligning financial solutions with clients’ goals and values, particularly during economically challenging times, and positions itself as putting clients’ needs first. Based in Columbia, South Carolina, the company serves a professional audience seeking comprehensive financial planning and advisory services within the broader financial services industry. The team works through PlanMember Securities Corporation to provide securities and advisory offerings, while maintaining independent ownership and operation from PlanMember.

Find Strategic Wealth Advisory Group, LLC employees' phone numbers or email addresses

Strategic Wealth Advisory Group, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Strategic Wealth Advisory Group, LLC's Leadership

  • Stylized image of a person
    K. B.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. A.
    Financial Representative
    Phone icon
    Mobile Phone

Strategic Wealth Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Strategic Wealth Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. B.
    Managing Director
    Phone icon
    Mobile Phone
    United StatesFlorida
    Apr 25, 2025
  • Stylized image of a person
    B. B.
    Principal
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 22, 2024
  • Stylized image of a person
    G. A.
    Financial Representative
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 21, 2024

Frequently Asked Questions

What is Strategic Wealth Advisory Group, LLC known for?

Minus sign iconPlus sign iconStrategic Wealth Advisory Group, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-800-874-****
. Explore Strategic Wealth Advisory Group, LLC's company overview page for more information.

What is Strategic Wealth Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconStrategic Wealth Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Advisory Group, LLC email formats with LeadIQ.

How many employees does Strategic Wealth Advisory Group, LLC have currently?

Minus sign iconPlus sign iconStrategic Wealth Advisory Group, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Strategic Wealth Advisory Group, LLC's key employees and leadership?

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As of July 2026, Strategic Wealth Advisory Group, LLC's key employees include:

  • Managing Director: K. B.
  • Principal: B. B.
  • Financial Representative: G. A.

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