Unclaimed Profile

Amy Duffett Chappel

STRATEGIC WEALTH MANAGEMENT GROUP, INC.·STUART, Florida

Series 65Clean record22 years registeredSTRATEGIC 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. · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT GROUP, INC.

REHMANN FINANCIAL

Dec 2016 – Dec 2017

Stuart, FL

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Dec 2003 – Mar 2016

STUART, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 2, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

CRD 113982 · SEC 801-79333

AUM

$136M

Regulatory assets under management

Employees

420 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC. →

Introduction

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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.

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, last registered with STRATEGIC WEALTH MANAGEMENT GROUP, INC..

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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