Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. (CRD# 148586) is a financial advisory firm headquartered in Independence, OH. They manage $795,833,306 in 2,393 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management796MILLION
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Total Number of Accounts2,393ACCOUNTS
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Average Account Value$332,567
- 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, IL, IN, KY, LA, MA, MD, NC, 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 17 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.
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. 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.
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. Christopher Jackson 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.
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.
Joseph Rudnicki (CRD# 6400376) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 9 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. 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.
Jerome Wiggins (CRD# 4555859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Independence, OH and has over 21 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.