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 10 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Fidelity Brokerage Services LLC||Cleveland, OH||Nov 2007 - Current||10|
|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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV