Strategic Wealth Partners, Ltd.

Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $721,101,186 in 1,941 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    721
    MILLION
  • Total Number of Accounts
    1,941
    ACCOUNTS
  • Average Account Value
    $371,510
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, LA, MD, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at Strategic Wealth Partners, Ltd.
Showing 1 - 10 of 10 top financial advisors.
1
David R. Abate
CRD#: 5069849
5005 Rockside Road, Suite 1200, Independence, OH 44131

David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 16 years of experience in the finance industry. David Abate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Peter J. Brunton
CRD#: 6882301
5005 Rockside Road, Suite 1200, Independence, OH 44131

Peter Brunton (CRD# 6882301) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

3
Nathan A. Forristal-Garcia
CRD#: 5904611
8115 Maple Lawn Blvd., Suite 350, Fulton, MD 20759

Nathan Forristal-Garcia (CRD# 5904611) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Fulton, MD and has over 10 years of experience in the finance industry. Nathan Forristal-Garcia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Derek M. Gabrielsen
CRD#: 5993866
5005 Rockside Road, Suite 1200, Independence, OH 44131

Derek Gabrielsen (CRD# 5993866) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 10 years of experience in the finance industry.

5
Tasha I. Mauss
CRD#: 5373393
5005 Rockside Road, Suite 1200, Independence, OH 44131

Tasha Mauss (CRD# 5373393) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 13 years of experience in the finance industry.

6
Joseph J. Rudnicki
CRD#: 6400376
5005 Rockside Road, Suite 1200, Independence, OH 44131

Joseph Rudnicki (CRD# 6400376) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 7 years of experience in the finance industry.

7
Mark M. Tepper
CRD#: 4417859
5005 Rockside Road, Suite 1200, Independence, OH 44131

Mark Tepper (CRD# 4417859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 13 years of experience in the finance industry. Mark Tepper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Anthony A. Zabiegala
CRD#: 5494869
5005 Rockside Road, Suite 1200, Independence, OH 44131

Anthony Zabiegala (CRD# 5494869) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 12 years of experience in the finance industry.

9
Nathan M. Fischer
CRD#: 7326451
5005 Rockside Road, Suite 1200, Independence, OH 44131

Nathan Fischer (CRD# 7326451) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

10
Lucas C. Lloyd
CRD#: 7220671
5005 Rockside Road, Suite 1200, Independence, OH 44131

Lucas Lloyd (CRD# 7220671) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.

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