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 based in Portland, Maine, working with Portland Global Advisors LLC. Richard has previously held a position at Portland Global Advisors. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine and Texas. Currently, Richard is part of Portland Global Advisors LLC, which operates out of Portland, Maine. The firm has 11 employees and manages assets totaling $894.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and other services. The fee structure at Portland Global Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

$894,628,115

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

11

ME Average: 10
Total Number of Accounts

813

ME Average: 975
Average Account Size

$1,100,404

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

1997 - Present (27 years)

Portland Global Advisors

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

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

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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