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 23 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, 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 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 Independence, OH 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.
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.
Jerome Wiggins (CRD# 4555859) is an Investment Advisor Representative working at Strategic Wealth Partners, Ltd. in Fremont, 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.