Evangeline
Stratis
Bison Wealth, LLC
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About this Advisor
Evangeline Stratis is a financial advisor based out of Riverview, Florida. Stratis is an advisor for Bison Wealth, LLC. Stratis has gained experience at Iht Wealth Management LLC, Ifp Securities, LLC, Independent Financial Partners, The Pacific Financial Group, Inc, Bison Wealth, LLC and Lpl Financial, LLC. Stratis holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Florida. Bison Wealth, LLC is an advisory business that has its headquarters in Atlanta, GA. The investment advisory business has offices in 17 locations and a total of 42 people on staff. It has $1 billion in total assets between its 3,402 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 3,402 customer accounts, 63% are held by high-net-worth clients who have more than $1 million in investable assets. Bison Wealth, LLC offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually are based on the type of services offered. Fees billed by Bison Wealth, LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bison Wealth, LLC Brokerage Details
$1,218,215,159
42
3,402
$358,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Evangeline Stratis Work History
Evangeline has been registered as a financial advisor for 0 years.*
Bison Wealth, LLC
The Pacific Financial Group, Inc
Iht Wealth Management LLC
Ifp Securities, LLC
Independent Financial Partners
Lpl Financial, LLC
Lpl Financial, LLC
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evangeline Stratis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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