RIA Intelligence

RS PETRELL & ASSOCIATES, LLC

Legal name: R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

CRD #143462 SEC #801-70011 DEWITT, NY 315-218-7350
SEC Registered Disclosures
Total AUM
$146.7M
Discretionary
$0
Employees
3
Clients
1
Accounts
444
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 21, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control
PETRELL, MARYBETHIMANAGING PARTNER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 21, 2025 REGISTERED

Notice Filings (3)

FL NY SC

Address

5784 WIDEWATERS PARKWAY
FIRST FLOOR
DEWITT, NY 13214
United States
Phone: 315-218-7350