Sue B. Grbac

STRATEGIC ADVISORY SERVICES, L.L.C.

HOUSTON, TX 77042

Some features on this profile are disabled

CRD#: 2487705

Professional summary

Sue Bersuder Grbac, who also goes by Sue Bersuder, Sue B Grbac, is a registered financial advisor currently at STRATEGIC ADVISORY SERVICES, L.L.C. located in Houston, Texas.

Sue is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Sue has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sue Bersuder | Sue B Grbac

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

STRATEGIC ADVISORY SERVICES, L.P. INVESTMENT RELATED. 5850 SAN FELIPE, HOUSTON, TX. INVESTMENT ADVISORY (ORIA). VICE PRESIDENT. START 08/1995 40 HRS MTHLY/0 DURING TRADING. MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sue Bersuder Grbac's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 10, 2003 - Present

STRATEGIC ADVISORY SERVICES, L.L.C.

Office #1: 10333 Richmond Avenue Suite 720, Houston, TX 77042

RIA

CRD#: 108706

HOUSTON, TX

Past

November 10, 2005 - September 9, 2014

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/10/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2002

Uniform Investment Adviser Law Examination

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

STRATEGIC ADVISORY SERVICES INC | STRATEGIC ADVISORY SERVICES, L.P. | STRATEGIC ADVISORY SERVICES, L.L.C.

CRD#: 108706 / SEC#: 801-113260

RIA

Registered Investment Advisory firm - (5/21/2018 Approved)

Louisiana

Registered Investment Advisory firm - (6/6/2018 Terminated)

Texas

Registered Investment Advisory firm - (6/5/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10333 Richmond Ave. Suite 720, Houston, TX 77042

Mailing Address

Phone number

(713) 977-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRATEGIC ADVISORY SERVICES, LLC ADV PART 2A FIRM BROCHURE (2/28/2025)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 168,317,218

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Troy Wootton

EDWARD JONES

IAR

Sugar Land, TX

Darren Dindinger

ALLWORTH FINANCIAL, L.P.

IAR

Orting, WA

Li-e Wang

TRANSAMERICA FINANCIAL ADVISORS, LLC

Houston, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sue B. Grbac

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sue Bersuder Grbac's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISORY SERVICES, L.L.C.

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

STRATEGIC ADVISORY SERVICES, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2002

Current Firm

STRATEGIC ADVISORY SERVICES, L.L.C.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC ADVISORY SERVICES, L.L.C.

TRUST BUT VERIFY

Similar Advisors