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Derek Michael Gabrielsen

Strategic Wealth Partners, Ltd.

Independence, OH

CRD 5993866

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Employer firm

Strategic Wealth Partners, Ltd. CRD 148586

$1.64B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Wealth Partners, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
Strategic Wealth Partners Seven Hills OH 05/2011 Present
  • 05/2011 → Present
    Strategic Wealth Partners
    Seven Hills, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-10-11
  • S65 Uniform Investment Adviser Law Examination
    2011-10-11

View on SEC IAPD

Nearby Firms

SWP INVESTMENT MANAGEMENT LLC
EDGEWATER CAPITAL PARTNERS
GATEPASS CAPITAL, LLC

Nearby Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE

Nearby Offices

SWP INVESTMENT MANAGEMENT LLC · INDEPENDENCE, OH
EDGEWATER CAPITAL PARTNERS · INDEPENDENCE, OH
GATEPASS CAPITAL, LLC · INDEPENDENCE, OH

More in Independence, OH

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