BBB Accredited Business Profile

Strategic Asset Management, Ltd.

Strategic Asset Management, Ltd.

(410) 751-2290

Strategic Asset Management, Ltd.

23 years in business
241 E Main St
Westminster, MD 21157-5228
BBB File Opened: 01/08/2007
Business Started: 01/01/1994
Business Incorporated: 09/11/2003 in MD
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Bryan Myers, President
Business Category
  • Financial Services
  • Financial Planning Consultants
  • Investment Advisory Services
  • Retirement Planning Services
  • Investment Management
  • Strategic Planning Consultants
  • Estate Planning and Management

Additional Information
  • Investment advisory services and securities offered through Sera Capital Management, LLC, a registered investment adviser through the State of Maryland.
Products & Services
This company offers financial planning and investment advisory services. Provides a full spectrum of securities, fee based investment management services. Small Business services include; Business Owner Life Stage Design. Group Medical, retirement.
Service Area
Greater Maryland
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 59649 for this business, issued by Maryland Insurance Administration

    Maryland Insurance Administration
    525 St Paul St, Baltimore, MD 21202-2213
    http://www.mdinsurance.state.md.us
    Phone Number:  (410) 4682000
    Fax Number:   (410) 4682020
    miaweb@mdinsurance.state.md.us

  • BBB records show a license number of 2527480 for this business, issued by FINRA- Financial Industry Regulatory Authority

    FINRA- Financial Industry Regulatory Authority
    1735 K St NW, Washington, DC 20006-1506
    http://www.finra.org
    Phone Number:  (301) 5906500
    Fax Number:   ()

Number of Employees: 
2
BBB accredited business

A+

Overview

Strategic Asset Management, Ltd is a full service financial planning and investment advisory firm serving small business owners and their families.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Mon: 09:00 AM to 05:00 PM
Tue: 09:00 AM to 05:00 PM
Wed: 09:00 AM to 05:00 PM
Thu: 09:00 AM to 05:00 PM
Fri: 09:00 AM to 05:00 PM
Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Strategic Asset Management, Ltd.

Strategic Asset Management, Ltd.

BBB ACCREDITATION SINCE 07/25/2007

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed