Anna Yvonne Stratton
Investment adviser representative at Three Sixty Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$190.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Three Sixty Wealth Management, LLCMar 2026 to now
- Cultural Care Au PairMar 2013 to now
- Empower Financial Services, IncDec 2023 to Feb 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Three Sixty Wealth Management, LLC
$190.1MAssets managed
186Clients
4Advisers
5 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
- 2895554
- Firm CRD
- 301007