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Strategic Wealth Capital CRD 326299
$238M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
345 California Street, 6Th Floor, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-30 |
| TX | RA | APPROVED | 2023-08-18 |
| VA | RA | APPROVED | 2023-08-18 |
| CA | RA | APPROVED | 2023-06-05 |
Branch Locations
345 California Street, 6Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 04/2013 | 09/2019 |
| Sanctuary Wealth | San Francisco | CA | 09/2019 | 06/2023 |
| Strategic Wealth Capital | San Francisco | CA | 06/2023 | Present |
Date of Affiliation: 09/18/2019 Barclay Chan and Aureliana Lopes Monteiro 6415 Copper Lane Jacksonville Florida 32210 Nature of business: rental property rental property owner Investment-related activity? Yes Hours per month devoted to this business? 0 Hours per month during trading hours devoted to this business: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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