Sarah Renae Mckinnon
Investment adviser representative at Strategic Advisory Services
10 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
10 years in the industry.
- Strategic Advisory Services, LLCSep 2026 to now
- Sowell ManagementAug 2026 to Sep 2026
- UnemployedFeb 2026 to Aug 2026
- Bank OzkAug 2021 to Feb 2026
- South Arkansas Timber Family Interests - 2 Family OfficesSep 2019 to Aug 2021
- One Thousand and One VoicesMay 2019 to Aug 2019
- Southern Methodist University Cox School of BusinessAug 2017 to May 2019
- UnemployedMar 2017 to Aug 2017
- Pelican Holdings, LLCAug 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AR).
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
- 5381924
- Firm CRD
- 287984