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AA
AA
Andrea Lynn Albu
The Strategic Financial Alliance
29 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
High Net Worth
Retirement Planning
The Strategic Financial Alliance
Compensation
Commission-Based
Fee-Only (AUM)
Fixed/Hourly
Firm Size
117 advisors
Number of Clients
1,394 clients
Average Client Portfolio
$338K average
Assets Under Management
$470.9M
Fee Structure
Minimum Investment:
$25K
Financial Planning:
Investment management only
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Location
2200 Century Parkway, Suite 500, Atlanta, GA, 30345
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Employment Separation After Allegations
September 2011
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
The Strategic Financial Alliance
April 2012 - Present · 13 yrs 10 mos
The Strategic Financial Alliance, INC.
Broker
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Suntrust Investment Services, INC.
July 2009 - October 2011 · 2 yrs 3 mos
Suntrust Investment Services, INC.
Broker
February 2009 - October 2011 · 2 yrs 8 mos
Fsc Securities Corporation
Broker
February 2008 - December 2008 · 10 mos
World Group Securities, INC.
Broker
September 2007 - October 2007 · 1 mo
Key Investment Services LLC
Broker
January 2006 - March 2006 · 2 mos
Mcdonald Investments INC.
Broker
July 2000 - January 2006 · 5 yrs 6 mos
Mcdonald Investments INC.
Broker
May 1999 - July 1999 · 2 mos
Key Investments INC.
Broker
April 1997 - May 1999 · 2 yrs 1 mo
Key Clearing CORP.
Broker
January 1996 - April 1997 · 1 yr 3 mos
Fn Investment Center
Broker
May 1992 - June 1995 · 3 yrs 1 mo
State Registrations
1 state
GA
Advisor
Broker
Both
Exams
No exam information available for this advisor.