Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $1,083,606,865 in 3,107 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,084MILLION
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Total Number of Accounts3,107ACCOUNTS
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Average Account Value$348,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MS, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV
David Abate (CRD# 5069849) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 18 years of experience in the finance industry.
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.
Nathan Forristal-Garcia (CRD# 5904611) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Fulton, MD and has over 12 years of experience in the finance industry.
Derek Gabrielsen (CRD# 5993866) 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.
Christopher Jackson (CRD# 5999114) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Round Rock, TX and has over 12 years of experience in the finance industry.
Tasha Mauss (CRD# 5373393) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 15 years of experience in the finance industry.
Mark Tepper (CRD# 4417859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 15 years of experience in the finance industry.
Jerome Wiggins (CRD# 4555859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 22 years of experience in the finance industry.
Anthony Zabiegala (CRD# 5494869) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 14 years of experience in the finance industry.
Matthew Bures (CRD# 6596101) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has 1 year of experience in the finance industry.