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Michael Lawrence Agee

Investment adviser representative at Strategic Advisory Services
27 yearsExperience
1 stateRegistered in
$201.2MFirm assets
4 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.

  • Portfolio management

Experience

27 years in the industry.

  1. Strategic Advisory Services LLCMar 2017 to now
  2. LPL Financial, LLCNov 2016 to now
  3. Soccer RefereeSep 2011 to now
  4. Raymond James & Associates, Inc.Jan 1999 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law1999

State registrations

Registered as an investment adviser representative in 1 state (TN).

Strategic Advisory Services

Legal name: Strategic Advisory Services, LLC

$201.2MAssets managed
254Clients
9Advisers
4 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
3177764
Firm CRD
287984
Advisor's SEC record (opens in a new tab)
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