Roberta Lee-driscoll
Investment adviser representative at The Strategic Financial Alliance
38 yearsExperience
1 stateRegistered in
$382MFirm assets
23 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
38 years in the industry.
- The Strategic Financial Alliance, Inc.Apr 2009 to now
- Roberta Lee-driscollJun 1988 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (HI).
The Strategic Financial Alliance
Legal name: The Strategic Financial Alliance, Inc.
$382MAssets managed
1,463Clients
41Advisers
23 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
- 1837742
- Firm CRD
- 126514