GS
Graham M. Strickland
S&S WEALTH MANAGEMENT
Grand Prairie, TX 75050-7825
Some features on this profile are disabled
CRD#: 5590719
GS
Professional summary
Graham Matthew Strickland, who also goes by Graham M Strickland, Gray Strickland, is a registered financial advisor currently at S&S WEALTH MANAGEMENT located in Grand Prairie, Texas and OSAIC WEALTH, INC. located in Arlington, Texas.
Graham is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Graham has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Graham M Strickland | Gray Strickland
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) STRICKLAND FINANCIAL GROUP LLC President, Manager LLC taxed as S Corp, Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HRS: 80 SECURITIES HRS: 70 START: 1/1/03 Arlington TX 76010 DESCRIPTION: Providing life insurance, disability insurance, long-term care insurance, health insurance, fixed annuities, and insurance planning 2) LONGHORN COUNCIL BSA Executive Board Member Not for Profit Corporation INVESTMENT RELATED: No HRS: 25 SECURITIES TRADING 5 START: 6/1/05 850 Cannon Dr., Hurst TX 76054 Voting member of the Executive Board for the local Boy Scout Council. Vote on volunteer operations, fundraisers, and membership campaigns. 3) RC STRICKLAND IRREVOCABLE TRUST Trustee Trust for the settlement of the estate & marshaling/transferring of assets to living/remaining beneficiaries. INVESTMENT RELATED: No HRS: 1 SECURITIES TRADING HRS: 0 START : 11/1/11 Keller TX 76010 settle estate & trust of paternal grandparents; trustee managing the trust for winddown. 4) SCOUTING ARLINGTON, INC. POS: Director NATURE: Supporting youth development in Arlington; provide financial assistance and other resources to support youth development programs in the community, including Scouting America, Girl Scouts. INVESTMENT RELATED: No NUMBER OF HRS: 5 SECURITIES TRADING HRS: 0 START DATE: 2/17/11 ADDRESS: Arlington TX 76010 DESCRIPT: With other directors, set direction for support mechanisms; vote on approval/denial of onboarding units into the system. 5) ZONE UNLIMITED INVESTMENTS 3, LP Partner Partnership 50% Graham Strickland 50% Mikel Shelton INVESTMENT RELATED: HRS: 5 SECURITIES TRADING HRS: 1 START 5/8/17 Arlington TX 76010 50% partner in owning and managing a multi-tenant commercial office building. Active building management along with a partner. 6) SHIRLEY STRICKLAND QUALIFIED INCOME TRUST Trustee 3rd party grantor INVESTMENT RELATED: hRS: 1 SECURITIES TRADING HRS: 0 START 1/1/19 Keller TX 76248 Trustee for aunt's QIT for Medicaid purposes; administer the trust. 7) TREETOP FLYERS LLC Owner LLC taxed as Schedule C/Sole Prop INVESTMENT RELATED: HRS: 20 SECURITIES TRADING HRS: 0 START 2/18/20 Arlington TX 76010 Oversee contractors creating media for clients; oversee and EE(s) who fulfill digital and print media orders 8) WAMEDIA Owner dba for Treetop Flyers LLC INVESTMENT RELATED: HRS: 20 SECURITIES TRADING HRS: 0 START 2/21/20 Arlington TX 76010 DESCRIPTION: same as Treetop Flyers LLC 9) GRAHAM M STRICKLAND Notary licensed notary in Texas for client use only during the normal course of business INVESTMENT RELATED: No HOURS: 1 SECURITIES TRADING HOURS: 1 START 11/24/2014 800 E. Border St. Ste. 200, Arlington TX 76010, United States Provide notary services for both branches to existing clients as necessary for no compensation. Hold the required bond per the State of Texas requirements. 10) ATLAS M HOLDINGS, LLC POSITION: Manager, Partner NATURE: actively maintain, market, manage, and rent vacation home property; partner INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2022 ADDY: Keller TX 76248 DESCRIPT: actively maintain, market, manage and rent vacation home property; file sales tax and lodging tax returns; manage vendors, including cleaners, groundskeepers, and marketing. 11) CO-EXECUTOR, ESTATES OF CLIVE T. DONELAN AND SUSAN GLASS-DONELAN POSITION: Co-Executor NATURE: Estate for my step-father, Clive T. Donelan, date of death 10/23/23, and my mother, Susan Glass-Donelan, date of death 11/16/23 INVESTMENT RELATED: Yes # OF HRS: 20 SECURITIES TRADING HRS: 20 START DATE: 11/16/23 ADDY: Keller TX 76248 DESCRIPT: Co-Executor with Clive B. Donelan; co-executor with Catherine Ford. Settle and administer two estates simultaneously/concurrently. 12) S&S WEALTH MANAGEMENT, LP POS: Investment Advisor Representative NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes # OF HRS: 140 SECURITIES TRADING HRS: 120 START DATE: 09/22/11 ADDY: Grand Prairie TX 75050 DESCRIPT: Fee-based money management.
CRS (Client Relationship Summary) - RIA
Click below to view Graham Matthew Strickland'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
September 22, 2011 - Present
S&S WEALTH MANAGEMENT
Office #1: 2505 N. Highway 360 Suite 490, Grand Prairie, TX 75050-7825RIA
CRD#: 130652
Grand Prairie, TX
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 800 E. Border St. Ste. 200, Arlington, TX 76010Office #2: 2505 N. Highway 360 Suite 490, Grand Prairie, TX 75050RIA
BD
CRD#: 23131
Arlington, TX
Past
April 30, 2012 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
GRAND PRAIRIE, TX
Past
September 19, 2011 - May 2, 2012
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
GRAND PRAIRIE, TX
Past
October 16, 2008 - October 3, 2011
QUESTAR ASSET MANAGEMENT, INC.
RIA
CRD#: 133358
MINNEAPOLIS, MN
Past
September 25, 2008 - October 3, 2011
QUESTAR CAPITAL CORPORATION
BD
CRD#: 43100
ARLINGTON, 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".
SW
S&S WEALTH MANAGEMENT
S & S WEALTH MANAGEMENT, L.P. | S&S WEALTH MANAGEMENT
CRD#: 130652 / SEC#: 801-126309
RIA
Registered Investment Advisory firm - (8/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (8/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (8/16/2022 Terminated)Texas
Registered Investment Advisory firm - (8/9/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(8/23/2024)
IAR
Louisiana(6/29/2012)
RR
Nebraska(8/23/2024)
RR
Oklahoma(8/23/2024)
IAR
Texas(9/22/2011)
RR
Texas(8/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
S&S WEALTH MANAGEMENT
S & S WEALTH MANAGEMENT, L.P. | S&S WEALTH MANAGEMENT
CRD#: 130652 / SEC#: 801-126309
RIA
Registered Investment Advisory firm - (8/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (8/10/2022 Terminated)Michigan
Registered Investment Advisory firm - (8/16/2022 Terminated)Texas
Registered Investment Advisory firm - (8/9/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2505 N. Highway 360 Suite 490, Grand Prairie, TX 75050-7825
Mailing Address
Phone number
(817) 276-8090
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 755 |
| AUM (Assets Under Management) | $ 126,023,021 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
