Best Investors
Account
Sign in
Best Investors
Account
Sign in
Strategic Wealth Partners, Ltd. CRD 148586
$1.64B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-10-29 |
Branch Locations
5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States
580 Washington Street Unit B, Newton, MA 02458 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Partners Ltd. | Newton | MA | 09/2024 | Present |
| Andra Global | San Francisco | CA | 09/2018 | 09/2024 |
| Us Bank | San Francisco | CA | 09/2015 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-29 |
| S66 | Uniform Combined State Law Examination | 2003-10-02 |
Reach out to this advisor