AA
Andrew J. Abysalh
STRATEGY FINANCIAL GROUP | Financial Consultant
Phoenix, AZ 85054
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CRD#: 6922730
AA
Professional summary
Andrew James Abysalh, who also goes by Drew Abysalh, Andrew Abysalh, is a registered financial advisor currently at STRATEGY FINANCIAL GROUP located in Phoenix, Arizona.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I have a passion for wealth planning. I partner with my clients and their family to identify what is most important in their personal and financial lives. I help them develop, implement and manage a financial plan that is tailored to their unique personal financial situation.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Drew Abysalh | Andrew Abysalh
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew James Abysalh'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®
NoneEducation
Anna Maria College
Bachelors - Fire Science
2004
Experience
Current
June 12, 2023 - Present
STRATEGY FINANCIAL GROUP
Office #1: 7010 E Chauncey Lane #130, Phoenix, AZ 85054RIA
CRD#: 164531
Phoenix, AZ
Past
July 31, 2019 - May 16, 2023
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
HENDERSON, NV
Past
April 1, 2019 - May 15, 2023
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCOTTSDALE, AZ
Past
April 24, 2018 - September 18, 2018
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
LA JOLLA, CA
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".
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 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
Arizona(6/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SF
STRATEGY FINANCIAL GROUP
STRATEGY FINANCIAL GROUP | STRATEGY FINANCIAL SERVICES, LLC | STRATEGY FINANCIAL SERVICES
CRD#: 164531 / SEC#: 801-122298
RIA
Registered Investment Advisory firm - (8/13/2021 Approved)Arizona
Registered Investment Advisory firm - (9/30/2021 Terminated)California
Registered Investment Advisory firm - (10/30/2021 Terminated)Michigan
Registered Investment Advisory firm - (10/1/2021 Terminated)New Mexico
Registered Investment Advisory firm - (9/30/2021 Terminated)Texas
Registered Investment Advisory firm - (12/17/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7010 E Chauncey Lane #130, Phoenix, AZ 85054
Mailing Address
Phone number
(602) 343-9301
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,692 |
| AUM (Assets Under Management) | $ 279,866,584 |
Red Flags
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Company Information
STRATEGY FINANCIAL GROUP
Financial ConsultantCRD#: 164531Phoenix, AZ 85054TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
