Inactive

Derek Michael Gabrielsen

Strategic Wealth Partners, Ltd.

Independence, OH

Claim This Profile

Current Employers

Strategic Wealth Partners, Ltd.

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2016-04-04
OH	RA	APPROVED	2011-10-27

TX RA
APPROVED_RES

Since 2016-04-04
OH RA
APPROVED

Since 2011-10-27

Branch Locations

5005 Rockside Road Suite 1200, Independence, OH 44131-6829 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Strategic Wealth Partners	Seven Hills	OH	05/2011	Present

05/2011 → Present

Strategic Wealth Partners

Seven Hills, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-10-11

S65 Uniform Investment Adviser Law Examination

2011-10-11

View on SEC IAPD

Other Firms

SWP INVESTMENT MANAGEMENT LLC

EDGEWATER CAPITAL PARTNERS

GATEPASS CAPITAL, LLC

SPINNAKER FINANCIAL GROUP, LLC

APPALOOSA WEALTH MANAGEMENT LLC

BURNS FINANCIAL ADVISORS, INC.

M HOLDINGS SECURITIES, INC.

JANNEY MONTGOMERY SCOTT LLC

Other Investors

SEAN ALLEN ORICK

JAVIER ENRIQUE CORDERO CONDE

PETER JAMES BRUNTON

BRIAN EUGENE MARTIN

ANTHONY A ZABIEGALA

MICHAEL T NOWACKI

Other Offices

SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH

EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH

GATEPASS CAPITAL, LLC · INDEPENDENCE, OH

SPINNAKER FINANCIAL GROUP, LLC · INDEPENDENCE, OH

APPALOOSA WEALTH MANAGEMENT LLC · INDEPENDENCE, OH

BURNS FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH

M HOLDINGS SECURITIES, INC. · Cleveland, OH

JANNEY MONTGOMERY SCOTT LLC · Independence, OH

More in Independence, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor