The Strategic Financial Alliance
The Strategic Financial Alliance (SFA) has created three senior management positions to oversee product strategy, technology and recruiting. “We are delighted to welcome these three talented and respected executives to serve in key operating roles in our expanded senior management team,” said Clive Slovin, president and CEO of SFA. Jean Merriman has joined SFA as…
ANNUAL EVENT PROVIDED LEARNING, TRAINING AND TEAM-BUILDING OPPORTUNITIES TO AFFILIATED ADVISORS FROM ACROSS THE COUNTRY AND PRODUCT SPONSOR PARTNERS ATLANTA, GA – June 1, 2017 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Adviser, today announced the successful conclusion of its annual conference for affiliated advisors,…
— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…
— Advisor Assaf Pinchas Elected as Strategic Advisory Council Chair; Brian Bennett Chosen as Vice Chair — ATLANTA, GA – December 22, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, today announced that Assaf Pinchas of Allegiance Financial Group, LLC, of Vienna, VA, has been elected…
— Gathering Brings Together Outstanding Advisors to Network and Share Professional Insights at Exotic Leisure Location — ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (SFA or “the firm”), an independent, privately owned provider of brokerage and custodial services and solutions to independent financial advisors nationwide, announced today that it successfully…
Three intensive regional sessions to offer information, tools, and strategies while providing forum for questions and sharing best practices ATLANTA, GA – December 15, 2016 – The Strategic Financial Alliance (“SFA”), a leading, privately owned independent broker-dealer and Registered Investment Adviser (RIA), today announced that it has begun to convene three intensive, two-day regional seminars…
By Clive Slovin Lately, there’s been increased focus on the rise of offices of supervisory jurisdiction or OSJs – organizations that were originally created to provide independent advisors added scale by helping to manage the growing number of compliance obligations our industry has faced in recent years. Over the years, however, the role of the…
Two independent financial advisory firms have joined the broker-dealer and registered investment advisor platform of The Strategic Financial Alliance, a privately owned independent broker-dealer and RIA in Atlanta, SFA announced Thursday. Carnegie Wealth Management of Exton, Pa., and Carlyle Wealth Management of Atlanta bring $350 million in client brokerage and fee-based advisory assets to SFA.…
— Event Forms Key Part of SFA’s Year-Round Program Focused on Training and Best Practices for Advisors’ Administrative Professionals — ATLANTA, GA – July 12, 2016 – The Strategic Financial Alliance (SFA), a leading, privately-owned independent broker-dealer and Registered Investment Adviser, today announced the commencement of its second annual Administrative Education Conference, happening July…
– Event in Paradise Valley, Arizona Featured Extensive Thought Leadership and Networking Opportunities to Help Advisors Thrive in Changing Industry Environment — ATLANTA, GA – May 17, 2016 – The Strategic Financial Alliance (SFA), a leading, privately owned independent broker-dealer and Registered Investment Advisor, announced its annual conference for affiliated financial advisors, held this…