DB
Debbie S. Byerly
STRATEGENT FINANCIAL
Harrisonburg, VA 22801
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CRD#: 5356353
DB
Professional summary
Debbie Strauss Byerly, who also goes by Debbie S Byerly, Debbie M Strauss, Debbie Maria Strauss, is a registered financial advisor currently at STRATEGENT FINANCIAL, LLC located in Harrisonburg, Virginia.
Debbie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Debbie has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Debbie S Byerly | Debbie M Strauss | Debbie Maria Strauss
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.
1) Group Fitness Instructor; Sentara Wellness Center Harrisonburg, VA; not investment related; started Sept. 2019; approximately 5 hours per month outside securities trading hours. 2) Committee Member; Town of Bridgewater, Virginia - Industrial Development Authority (IDA); Investment Related: Yes; Location: 201 Green Street Bridgewater, VA 22812; Description of the business: The Industrial Development Authority (IDA) consists of 7 Town residents that help evaluate industrial development projects and opportunities. The committee has the authority to issue bonds, make loans, and purchase real estate to promote economic development. The bonds issued generate a small amount of revenue, which is used to fund capital projects around town. The Committee typically meets twice a year. Start date 2021-01-01; Hours devoted to business outside trading hours: approximately 1 hour per month
CRS (Client Relationship Summary) - RIA
Click below to view Debbie Strauss Byerly's 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®
NoneExperience
Current
May 7, 2024 - Present
STRATEGENT FINANCIAL, LLC
Office #1: 185 Neff Avenue Suite 102, Harrisonburg, VA 22801RIA
CRD#: 148173
Harrisonburg, VA
Past
May 12, 2021 - May 3, 2024
CAPITOL FAMILY OFFICE, INC.
RIA
CRD#: 312005
BEAVERTON, OR
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".
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL | STRATEGENT FINANCIAL, LLC
CRD#: 148173 / SEC#: 801-112356
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)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(5/8/2024)
IAR
Virginia(5/7/2024)
Current Firm
STRATEGENT FINANCIAL, LLC
STRATEGENT FINANCIAL | STRATEGENT FINANCIAL, LLC
CRD#: 148173 / SEC#: 801-112356
RIA
Registered Investment Advisory firm - (1/22/2018 Approved)Virginia
Registered Investment Advisory firm - (1/29/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
185 Neff Avenue Suite 102, Harrisonburg, VA 22801
Mailing Address
Phone number
(540) 437-1222
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 129 |
| AUM (Assets Under Management) | $ 297,357,346 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGENT FINANCIAL, LLC
CRD#: 148173Harrisonburg, VA 22801TRUST BUT VERIFY
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