Tom BurchellCRD Number: 5457606
Current Firm: Strategic Advisers, Inc.
Tom Burchell (CRD# 5457606) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Fidelity Brokerage Services LLC||Cleveland, OH||Nov 2007 - Current||9|
|Sterling Jewelers||Parma, OH||Oct 2006 - Nov 2007||1|
|Alvin's Jewelers||Elyria, OH||Apr 1993 - Oct 2006||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops