Samuel Brown Petitjean

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

• 06/2024 → 03/2025
  Keybank
  Batavia, NY
• 06/2024 → 03/2025
  Key Investment Services Llc
  Brooklyn, OH
• 01/2014 → 06/2020
  Clarence Middle And High School
  Clarence, NY
• 06/2016 → 06/2022
  Wegmans
  Williamsville, NY
• 01/2023 → 09/2023
  Wealth Advocate Group
  Beachwood, OH
• 08/2020 → 05/2024
  John Carroll University
  University Heights, OH
• 05/2025 → Present
  Strategic Wealth Partners Ltd
  Independence, OH

Previous Registrations

• 2024-08-29 → 2025-04-01
  Key Investment Services Llc
  Batavia, NY
  Brooklyn, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-08-29