CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 5062672
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Current | 6 |
| Morgan Stanley Smith Barney | Purchase, NY | Jun 2009 - Current | 11 |
| Citigroup Global Markets Inc. | Akron, OH | May 2009 - Current | 11 |
| Wachovia Securities, LLC | Beachwood, OH | Jan 2008 - May 2009 | 1 |
| Agedwards | St. Louis, MO | Apr 2005 - Jan 2008 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2005 |
| S7 | General Securities Representative Examination (GS) | Jul 2005 |
| S31 | Futures Managed Funds Examination | Oct 2009 |
- OH
- TX
- AZ
- CT
- CO
- FL
- IL
- MD
- MN
- MO
- NJ
- NY
- NC
- PA
- SC
- OR
- TN
- WV
- WI
-
Total Assets Under Management904,301MILLIONS
-
Total Number of Accounts1,863,328ACCOUNTS
-
Average Account Value$485,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Dislcosure:
These materials are solely informational, based upon publicly available information believed to be reliable, and may change without notice. Morgan Stanley Smith Barney shall not in any way be liable for claims relating to them, and makes no express or implied representations or warranties as to their accuracy or completeness or for statements or errors contained in or omissions from, them. Legal, accounting and tax restrictions, transaction costs and changes to any assumptions may significantly affect the economics of any transaction. The information and analyses contained herein are not intended as tax, legal or investment advice and may not be suitable for your specific circumstances; accordingly, you should consult with your own tax or legal advisors, at both the outset of any transition and on an ongoing basis, to determine such suitability. Any investments returns, past, hypothetical or otherwise, are not indicative of future performance. These materials do not constitute an offer to buy or sell any financial instruments or participate in any trading strategy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments and services offered through Morgan Stanley Smith Barney LLC, member SIPC.
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