Shelley
Strobel-Erhardt

Century Securities Associates, Inc

CRD#2860506
Investment Advisor
in Saint Louis, MO

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About this Advisor

Shelley Strobel-Erhardt is a financial advisor whose office is in Saint Louis, Missouri. Currently an advisor with Century Securities Associates, Inc, they have gathered 10 years of practice in the financial advisory industry. Strobel-Erhardt has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Strobel-Erhardt can operate in Michigan. During their career, the advisor has held roles at Century Securities Associates, Inc and Paws With A Cause. Century Securities Associates, Inc is headquartered in Saint Louis, Missouri, and operates out of 80 brick-and-mortar locations in the country. As a company, Century Securities Associates, Inc manages $947 million in assets dispersed across 3,040 client accounts and employs more than 119 people. The level of assets currently under the firm's management places it among the larger investment advisory firms in the country. The firm manages 1,500 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 33% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Century Securities Associates, Inc can offer 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. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

501 North Broadway
Saint Louis, MO 63102

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Century Securities Associates, Inc Brokerage Details

Total Assets Under Management

$947,149,710

MO Average: $11,469,110,461
Total Number of Employees

119

MO Average: 458
Total Number of Accounts

3,040

MO Average: 33,415
Average Account Size

$311,562

MO Average: $343,232

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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

Shelley Strobel-Erhardt Work History

Shelley has 10 years of experience.

2012 - Present (9 years)

Century Securities Associates, Inc

2010 - 2012 (2 years)

Paws With A Cause

Disclosures

Shelley Strobel-Erhardt has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Century Securities Associates Inc

Shelley Strobel-Erhardt
Saint Louis, MO
Christopher Howard
O Fallon, IL
Scott Metzner
Port Huron, MI
Kathryn Kittredge
Saint Louis, MO
Diane Morrison
Saint Louis, MO
Michael Sirianni
Saint Louis, MO
John Bish
Saint Louis, MO
Erin Ellis
Saint Louis, MO

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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