Unclaimed Profile

C Nall

STRATEGIC WEALTH MANAGEMENT GROUP, INC.·STUART, Florida

Clean recordSTRATEGIC WEALTH MANAGEMENT GROUP, INC.

701 COLORADO AVENUE, STUART, FL 34994CRD# 2803661Firm CRD# 113982

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

C Nall · STUART, FL

Registration

CRD #2803661 · STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

C Nall 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

AUM

$136M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Commissions

Regulatory

SEC/IARD CRD# 2803661

Firm CRD# 113982

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does C Nall offer?

C Nall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.

What are C Nall's credentials?

C Nall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is C Nall located?

C Nall 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 C Nall charge for services?

C Nall'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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