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Samuel Brown Petitjean

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
OH RA APPROVED 2025-06-18
  • OH RA
    APPROVED
    Since 2025-06-18

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
Keybank Batavia NY 06/2024 03/2025
Key Investment Services Llc Brooklyn OH 06/2024 03/2025
Clarence Middle And High School Clarence NY 01/2014 06/2020
Wegmans Williamsville NY 06/2016 06/2022
Wealth Advocate Group Beachwood OH 01/2023 09/2023
John Carroll University University Heights OH 08/2020 05/2024
Strategic Wealth Partners Ltd Independence OH 05/2025 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-29
  • S66 Uniform Combined State Law Examination
    2024-08-29

View on SEC IAPD

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Other Investors

SEAN ALLEN ORICK
JAVIER ENRIQUE CORDERO CONDE
DAVID R ABATE
PETER JAMES BRUNTON
BRIAN EUGENE MARTIN
MARK M TEPPER
ANTHONY A ZABIEGALA
MICHAEL T NOWACKI

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
JANNEY MONTGOMERY SCOTT LLC · Independence, OH

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