The Strategic Alliance Corporation

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Albemarle, North Carolina
CRD number
32788
Registered since
June 24, 1993

Firm profile

FINTRX

Overview

The Strategic Alliance Corporation is organized as a corporation and has been registered with the SEC since 1993. FINTRX classifies the owner type as a mix of a domestic entity and an individual and lists the firm’s broader classification as "Unclassified." The dataset indicates the firm is not designated as a capital allocator, is not an active ESG investor, and is not a multi-state adviser. FINTRX does not supply details on the firm's advisory activities, fee model, client segments, investment process, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Christy Stoner

    Christy Stoner

    President, CEOCRD 1932795

  • Brooke Senter

    Chief People OfficerCRD 4690337

  • Roger Dick

    Roger Dick

    President and Chief Executive OfficerCRD 1639662

Contacts

1 of 1
  • Misty Thornburg

    Misty Thornburg

    Assistant Vice PresidentCRD 4203345

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Albemarle, NC

Stanly

Location

Albemarle, NC

Headquartered in Albemarle, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.

Metro area
Charlotte-Concord, NC-SC
Region
South
County
Stanly
Address
132 N 1st St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth