The Strategic Alliance Corporation

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Albemarle, North Carolina
CRD number
32788
Registered since
June 24, 1993

Firm profile

FINTRX

Overview

The Strategic Alliance Corporation is organized as a corporation and has been SEC-registered since 1993. Public filings identify its ownership as a combination of a domestic entity and an individual and classify the firm as "Unclassified." Available records indicate the firm is not a capital allocator and does not identify as an active ESG investor. It is not registered as a multi-state adviser, is not newly formed, and does not list itself as a pension consultant or a related adviser. The dataset supplied does not include descriptions of the firm's advisory services, client segments, fee schedules, or specific business activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Christy Stoner

    Christy Stoner

    President, CEOCRD 1932795

  • Brooke Senter

    Chief People OfficerCRD 4690337

  • Roger Dick

    Roger Dick

    President and Chief Executive OfficerCRD 1639662

Contacts

1 of 1
  • Misty Thornburg

    Misty Thornburg

    Assistant Vice PresidentCRD 4203345

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Albemarle, NC

Stanly

Location

Albemarle, NC

Headquartered in Albemarle, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Stanly
Address
132 N 1st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth