Joseph Peter Traba
Investment adviser representative at Strategy Asset Managers L.L.C.
15 yearsExperience
2 statesRegistered in
$930.1MFirm assets
25 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Strategy Asset Managers L.L.C.Feb 2020 to now
- The Leaders Group, Inc.Apr 2014 to now
- Stonemark Wealth Management Fka Wespac Advisors Socal LLCJun 2011 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategy Asset Managers L.L.C.
$930.1MAssets managed
633Clients
11Advisers
25 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
- 2749525
- Firm CRD
- 109939