ADVANCED STRATEGIES BROKER DEALER LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
CHATTANOOGA, Tennessee
CRD number
164927
Registered since
August 6, 2013

Firm profile

FINTRX

Overview

Advanced Strategies Broker Dealer LLC is organized as a limited liability company and appears to operate as a broker-dealer entity. The firm registered with the SEC in 2013 and is owned by an individual. Publicly provided details are sparse: it is classified as “Unclassified” in the snapshot data and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not disclosed its core advisory or business activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • DEREK CORNELIUS

    CRD 2957254

  • CHARLES BIKAS

    OwnerCRD 2802911

  • ROGER LEDFORD

    ManagementCRD 3219079

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHATTANOOGA, TN

HAMILTON

Location

CHATTANOOGA, TN

Headquartered in CHATTANOOGA, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
HAMILTON
Address
1308 Dallas Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth