Richard Robert Eicheldinger

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 10/2017
  Hunter Associates
  Salem, OH
• 02/2018 → 04/2018
  M&T Securities
  Buffalo, NY
• 10/2017 → 02/2018
  Laid Off/Job Hunting
  Canfield, OH
• 05/2018 → 05/2019
  True Wealth Design, Llc
  Akron, OH
• 02/2018 → 04/2018
  M&T Bank
  Buffalo, NY
• 05/2018 → 05/2019
  True Wealth Design
  Akron, OH
• 05/2019 → 11/2020
  Affinity Wealth Llc
  Canton, OH
• 11/2020 → 01/2024
  Facet Wealth
  Baltimore, MD
• 01/2024 → Present
  Strategic Wealth Partners Ltd
  Independence, OH

Previous Registrations

• 2020-12-10 → 2024-01-03
  Facet
  West Palm Beach, FL
  Canton, OH
• 2019-05-21 → 2020-11-28
  Affinity Wealth Llc
  Canton, OH
• 2018-07-16 → 2019-05-16
  True Wealth Design, Llc
  Akron, OH
• 2018-02-21 → 2018-04-27
  M&T Securities, Inc.
  Buffalo, NY
  Monticello, NY
  Liberty, NY
  Port Jervis, NY
  Mechanicsville, VA
  Ashland, VA
  Glen Allen, VA
  Richmond, VA
  Richmond, VA
  West Milford, NJ
• 2015-09-02 → 2017-10-11
  Hunter Associates Llc
  Salem, OH
• 2013-10-18 → 2015-08-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Canton, OH

Exams

• S66 Uniform Combined State Law Examination
  2013-10-17

Designations

• Certified Financial Planner

Other Names

• Richard Robert Eicheldinger
• Richard R Eicheldinger