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Amy Duffett Chappel

STRATEGIC WEALTH MANAGEMENT GROUP, INC.·STUART, Florida
Unclaimed Profile
701 COLORADO AVENUE, STUART, FL 34994CRD# 5291790Firm CRD# 113982
01

About

Amy Duffett Chappel is a registered financial advisor based in STUART, Florida, affiliated with STRATEGIC WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT GROUP, INC.
STRATEGIC WEALTH MANAGEMENT GROUP, INC.
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 5291790
Firm CRD# 113982
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Duffett Chappel offer?
Amy Duffett Chappel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.
What are Amy Duffett Chappel's credentials?
Amy Duffett Chappel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Duffett Chappel located?
Amy Duffett Chappel is based in STUART, Florida, working with STRATEGIC WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does Amy Duffett Chappel charge for services?
Amy Duffett Chappel's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT GROUP, INC.?
STRATEGIC WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STUART
Marc Leon Rittersporn — INTEGRITT INVESTMENT MANAGEMENT LLCKimberly Ann Martin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Stephen Mark Roegiers — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Gene Bradley Goldin — STRATEGIC WEALTH MANAGEMENT GROUP, INC.Michael Henry Pruner — WEST MOUNTAIN, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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