Richard
Strabley

Portland Global Advisors LLC

CRD#1694319
Investment Advisor
in Portland, ME

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About this Advisor

Richard Strabley is a financial advisor operating out of Portland, Maine with a total of 17 years of industry experience. Strabley is on the advisory team at Portland Global Advisors LLC. They have been an employee of Portland Global Advisors Llc for their entire career. Strabley maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Maine and Texas. Portland Global Advisors LLC is a business that has its headquarters in Portland, ME. It controls $757 million in total assets across its 754 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm serves two charities and foundations. Of its 754 client accounts, 59% are held by high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm has a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. A financial advisor's fees largely are based on the type of services provided. However, fees billed by Portland Global Advisors LLC can consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

217 Commercial St Suite 400
Portland, ME 04101

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Portland Global Advisors LLC Brokerage Details

Total Assets Under Management

$757,108,671

ME Average: $618,328,769
Total Number of Employees

10

ME Average: 10
Total Number of Accounts

754

ME Average: 975
Average Account Size

$1,004,123

ME Average: $634,183

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Richard Strabley Work History

Richard has been registered as a financial advisor for 17 years.*

1997 - Present (27 years)

Portland Global Advisors

*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 Richard Strabley 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 Portland Global Advisors LLC

Heidi Peterson
Portland, ME
Thomas Wells
Portland, ME
Courtney Walsh
Portland, ME
Leslie Klenk
Portland, ME
Richard Strabley
Portland, ME
Derek Jaskulski
Portland, ME
John Sullivan
Portland, ME
David Smith
Portland, ME

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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