Strategic Wealth Partners
Strategic Wealth Partners (CRD# 174052) is a financial advisory firm headquartered in Deerfield, IL. They manage $3,036,174,056 in 4,459 accounts and serve the financial needs of clients across 28 states (or territories).
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Total Assets Under Management3,036MILLION
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Total Number of Accounts4,459ACCOUNTS
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Average Account Value$680,909
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI
Neal Price (CRD# 2119194) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 32 years of experience in the finance industry.
Cory Rappaport (CRD# 7014321) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 years of experience in the finance industry.
Ruben Rivas (CRD# 6277242) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry.
Adam Shemaria (CRD# 6531584) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 8 years of experience in the finance industry.
Merrick Singer (CRD# 6648612) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 4 years of experience in the finance industry.
Joseph Thompson (CRD# 6419307) is an Investment Advisor Representative working at Strategic Wealth Partners in Milwaukee, WI and has over 9 years of experience in the finance industry.
Michael Tuber (CRD# 5910278) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 12 years of experience in the finance industry.
Vishaal Tummala (CRD# 6692585) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 7 years of experience in the finance industry.
Matthew Cox (CRD# 7671086) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.
Kathryn Doherty (CRD# 7872116) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has 1 year of experience in the finance industry.