TrueAdvisor
TrueAdvisor
ES
ES

Evangeline Stratis

Bison Wealth, LLC
25 Years of Experience
Brooksville, FL
Sells Insurance
View SEC Summary
View SEC Summary

Evangeline Stratis is a registered investment advisor at Bison Wealth, LLC, based in Brooksville, FL, with 25 years of industry experience. Evangeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,003 clients with $2.7B in assets under management.

Bison Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
9,003 clients
Average Client Portfolio
$304K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and will not exceed 2.0% annually. Clients also pay an administrative fee of $10 per account per month.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Brooksville, FL

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Evangeline is an independent licensed insurance agent in Florida since 2001, selling life, health, and variable insurance products.

Employment History
Current Registrations
Bison Wealth, LLC
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Bison Wealth, LLC
February 2023 - December 2024 · 1 yr 10 mos
The Pacific Financial Group, INC.
May 2021 - December 2022 · 1 yr 7 mos
Independent Financial Partners
June 2019 - April 2021 · 1 yr 10 mos
Ifp Securities, LLCBroker
May 2019 - April 2021 · 1 yr 11 mos
Iht Wealth Management LLC
February 2019 - May 2019 · 3 mos
Independent Financial Partners
August 2013 - December 2018 · 5 yrs 4 mos
LPL Financial LLC
April 2012 - July 2013 · 1 yr 3 mos
LPL Financial LLCBroker
August 2011 - June 2019 · 7 yrs 10 mos
Anderson & Strudwick, Incorporated
April 2010 - July 2011 · 1 yr 3 mos
Anderson & Strudwick, IncorporatedBroker
April 2010 - July 2011 · 1 yr 3 mos
J.P. Turner & Company, L.L.C.Broker
March 2010 - April 2010 · 1 mo
Gunnallen Financial, INC
May 2006 - March 2010 · 3 yrs 10 mos
Gunnallen Financial, INCBroker
May 2006 - March 2010 · 3 yrs 10 mos
Qa3 Financial CORP.Broker
October 2005 - June 2006 · 8 mos
Gunnallen Financial, INC
November 2004 - September 2005 · 10 mos
Gunnallen Financial, INCBroker
November 2004 - September 2005 · 10 mos
Invest Financial Corporation
February 2003 - October 2004 · 1 yr 8 mos
Invest Financial CorporationBroker
February 2003 - October 2004 · 1 yr 8 mos
Chase Investment Services CORP.
October 2002 - January 2003 · 3 mos
Chase Investment Services CORP.Broker
October 2002 - January 2003 · 3 mos
VALIC Financial Advisors, INC.
January 2002 - October 2002 · 9 mos
VALIC Financial Advisors, INC.Broker
January 2002 - October 2002 · 9 mos
T. Rowe Price Investment Services, INC.Broker
September 2000 - January 2002 · 1 yr 4 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Brooksville, FL →All financial advisors in Florida →