Sue Bersuder Grbac
Investment adviser representative at Strategic Advisory Services, L.L.C.
41 yearsExperience
1 stateRegistered in
$184.9MFirm assets
8 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
41 years in the industry.
- Strategic Advisory Services, L.L.C.Jan 2003 to now
- Strategic Advisory Services, L.P. (formerly A Corporation)Aug 1985 to now
- Strategic Risk Management, Inc.Aug 1985 to now
- The Strategic Group, L.P. (fka the Strategic Group, Inc.)Aug 1985 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisory Services, L.L.C.
$184.9MAssets managed
208Clients
4Advisers
8 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
- 2487705
- Firm CRD
- 108706