Andrew
Abysalh

Strategy Financial Group

CRD#6922730
Investment Advisor
in Phoenix, AZ

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About this Advisor

Andrew Abysalh is a financial advisor based in Phoenix, Arizona, working with Strategy Financial Group. Andrew has previously held positions at Echo Real Estate, Boston Luxe Real Estate, Guardian Life Insurance Co Of America, Park Avenue Securities, Fidelity Brokerage Services LLC, and Strategy Financial Group. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Andrew is part of Strategy Financial Group, which operates out of Phoenix, Arizona. The firm has 3 offices and 14 employees. The firm manages assets totaling $181.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Strategy Financial Group includes asset-based and hourly fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

7010 E Chauncey Lane #130
Phoenix, AZ 85054

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Strategy Financial Group Brokerage Details

Total Assets Under Management

$181,497,992

AZ Average: $1,555,372,352
Total Number of Employees

14

AZ Average: 37
Total Number of Accounts

1,149

AZ Average: 1,370
Average Account Size

$157,962

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters

Andrew Abysalh Work History

2023 - Present (1 year)

Strategy Financial Group

2019 - 2023 (4 years)

Fidelity Brokerage Services LLC

2018 - 2018 (< 1 year)

Guardian Life Insurance Co Of America

2018 - 2018 (< 1 year)

Park Avenue Securities

2017 - 2019 (2 years)

Echo Real Estate

2010 - 2017 (7 years)

Boston Luxe Real Estate

Disclosures

Please visit the SEC profile of Andrew Abysalh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategy Financial Group

Jeremy Kraut-Ordover
Phoenix, AZ
Andrew Abysalh
Phoenix, AZ
Calvin Goetz
Phoenix, AZ
David Riley
Phoenix, AZ
Evan Hartstein
Phoenix, AZ
Clayton Netherlin
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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