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David R Abate

Strategic Wealth Partners, Ltd.

Independence, OH

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Current Employers
Strategic Wealth Partners, Ltd.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-04-04
OH RA APPROVED 2012-04-23
  • TX RA
    APPROVED
    Since 2016-04-04
  • OH RA
    APPROVED
    Since 2012-04-23

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, Ltd Seven Hills OH 04/2012 Present
Previous Registrations
  • 2006-05-02 → 2012-05-09
    Scott Snow (Financial Advisors) Llc
    Westlake, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-05-01
  • S65 Uniform Investment Adviser Law Examination
    2006-05-01
Designations

View on SEC IAPD

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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
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