STRATEGIC FINANCIAL, LLC

STRATEGIC FINANCIAL, LLC of SOUTH WINDSOR, CT is an SEC-registered investment adviser (CRD 122437). Regulatory assets under management: $64.7M.

Registration

• CRD: 122437
• Type: Registered investment adviser
• Location: 1695 ELLINGTON ROAD, SOUTH WINDSOR, CT, 06074
• Phone: 860-644-8666
• Latest filing: 2026-03-27
• Regulatory AUM: $64.7M
• Discretionary AUM: $64.7M
• Clients: 2
• Accounts: 183

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search