Marybeth Petrell
Investment adviser representative at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
15 yearsExperience
2 statesRegistered in
$159.1MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Realta Equities, Inc.May 2015 to now
- R.S. Petrell & Associates, LLC d/b/a Strategic Wealth AdvisorsJan 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Legal name: Rs Petrell & Associates, LLC
$159.1MAssets managed
291Clients
3Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1790420
- Firm CRD
- 143462