Courtney A Wellar
Investment adviser representative at R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
26 yearsExperience
1 stateRegistered in
$159.1MFirm assets
17 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.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Realta Investment Advisors, Inc.Nov 2023 to now
- R.S. Petrell & Associates, LLC d/b/a Strategic Wealth AdvisorsJun 2021 to now
- Rs Petrell & Associates LLC dba Strategic Wealth AdvisorsJan 2018 to now
- Bond, Schoeneck & KingApr 2000 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors
Legal name: Rs Petrell & Associates, LLC
$159.1MAssets managed
291Clients
3Advisers
17 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
- 7397236
- Firm CRD
- 143462