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GS

George G. Strong

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CRD#: 4908604
GS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Gordon Strong III, who also goes by George G Strong III, George Strong, George G Strong III Iii, George G Strong Iii, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2005. George had worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George G Strong Iii | George Strong | George G Strong Iii Iii | George G Strong Iii

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 12, 2024 - January 25, 2025

STRONG WEALTH MANAGEMENT

RIA
CRD#: 152229
LA CANADA FLINTRIDGE, CA
Past

April 21, 2011 - December 31, 2023

STRONG WEALTH MANAGEMENT

RIA
CRD#: 152229
PASADENA, CA
Past

September 18, 2007 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PASADENA, CA
Past

September 14, 2007 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PASADENA, CA
Past

April 2, 2007 - April 20, 2007

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PASADENA, CA
Past

April 2, 2007 - April 20, 2007

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PASADENA, CA
Past

April 5, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
PASADENA, CA
Past

March 29, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PASADENA, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/1/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/8/2005
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


SW
STRONG WEALTH MANAGEMENT
STRONG WEALTH MANAGEMENT | STRONG WEALTH MANAGEMENT LLC | STRONG WEALTH MANAGEMENT GROUP

CRD#: 152229 / SEC#:

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Contact information


Main Address
5455 Castle Knoll Road, La Canada Flintridge, CA 91011
Mailing Address
Phone number
(310) 595-4295
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 856,804

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.

Company Information


STRONG WEALTH MANAGEMENT

CRD#: 152229

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