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AS

Amanda E. Sasko

STRATA WEALTH ADVISORS
Dallas, TX 75231
Some features on this profile are disabled
CRD#: 7713718
AS

Professional summary

Amanda Emily Sasko, who also goes by Amanda Sasko, is a registered financial advisor currently at STRATA WEALTH ADVISORS, LLC located in Dallas, Texas.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Amanda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Sasko

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) - RIA

Click below to view Amanda Emily Sasko'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

February 23, 2024 - Present

STRATA WEALTH ADVISORS, LLC

Office #1: 8750 N. Central Expressway Suite 1875, Dallas, TX 75231
RIA
CRD#: 285973
Dallas, 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
STRATA WEALTH ADVISORS, LLC
KPLL LLC | STRATA WEALTH ADVISORS, LLC

CRD#: 285973 / SEC#: 801-110369

RIA
Registered Investment Advisory firm - (4/21/2017 Approved)

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
(2/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2023
Uniform Investment Adviser Law Examination

Current Firm

SW
STRATA WEALTH ADVISORS, LLC
KPLL LLC | STRATA WEALTH ADVISORS, LLC

CRD#: 285973 / SEC#: 801-110369

RIA
Registered Investment Advisory firm - (4/21/2017 Approved)
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Contact information

Main Address
8750 N. Central Expressway Suite 1875, Dallas, TX 75231
Mailing Address
Phone number
(214) 420-7020
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts1,133
AUM (Assets Under Management)$ 927,332,469

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

STRATA WEALTH ADVISORS, LLC

CRD#: 285973Dallas, TX 75231

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