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Matthew Allen Bures

Swp Investment Management LLC

Independence, OH

Strategic Wealth Partners, Ltd.

Independence, OH

CRD 6596101

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Employer firm

Swp Investment Management LLC CRD 331314

$138M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (investment companies)

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

Current Employers
Swp Investment Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-31
  • OH RA
    APPROVED
    Since 2024-05-31

Branch Locations

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

Strategic Wealth Partners, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-11-22
  • OH RA
    APPROVED
    Since 2022-11-22

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
First Fiduciary Investment Counsel Independence OH 09/2015 07/2021
Strategic Wealth Partners, Ltd Independence OH 07/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21

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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