Our Firm

The life planning team of Strategic Wealth Advisors is a service oriented group of investment professionals. We maintain strategic alliances with a group of professionals to handle all of the client's needs from complex estate and tax planning to all forms of risk management.  The firm meticulously provides the most prudent vehicles that maximize the future and the position of the client. 

 

Richard S. Petrell. Investment Advisory Representative.  B.A. State University of New York College at Potsdam.  M.B.A. Syracuse University. CIMA The Wharton School, University of Pennsylvania.

Mr. Petrell has over twenty eight years investment experience in both a retail and wholesale capacity.  Mr. Petrell's primary responsibilities are in the construction and allocation of client portfolios for Strategic Wealth Advisors. Mr. Petrell is actively involved in the initial consultation and construction of the Investment Policy Statements and the production of the final investment plan.  Mr Petrell is a Certified Investment Management Analyst and is an active member of the Investment Management Consultants Association.  He is licensed with the New York State Insurance Department.                                                    

 

 

 

 

 Connie Hohreiter, Investment Advisory Representative.  B.S.,Economics,  Cornell.  M.B.A, Marketing, University of Georgia. 

Ms. Hohreiter has over 28 years investment experience beginning with Merrill Lynch in 1983.  During that period she has been responsible for identifying appropriate investment and insurance products for individual and corporate clients.Connie has extensive experience in the 401k market and has been involved with educating employees on basic investment concepts and retirement planning.  She has supervised licensed staff for compliance with investment and insurance sales regulations.  Connie's expertise extends to providing continuing education on various investment and insurance topics. 

 

 

 

 

Marybeth Petrell. Chief Compliance Officer. B.A. State University of New York at Albany.

Marybeth has over twenty years of experience in investment services. Her experiences range from investment consultation to branch office supervision. Her duties as chief compliance officer include establishing, maintaining and enforcing Strategic Wealth Advisors supervisory control system. In addition she is involved with the initial analysis and construction of client portfolios. Ms. Petrell oversees the administrative and operational functions of the firm.