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Amy Duffett Chappel

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Duffett Chappel · STUART, FL
Registration
CRD #5291790 · STRATEGIC WEALTH MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 5291790
Firm CRD# 113982
View on FINRA BrokerCheck →

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05

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 at STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Gene Bradley Goldin
STUART, FL
Kimberly Ann Martin
STUART, FL
C Nall
STUART, FL
Stephen Mark Roegiers
STUART, FL

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