Unclaimed Profile

Moira Ellen Fahey-Ullrich

STRATEGIC WEALTH PARTNERS GROUP, LLC·DEERFIELD, Illinois

Series 4, Series 7, Series 24, Series 53, Series 66Clean record19 years registeredSTRATEGIC WEALTH PARTNERS GROUP, LLC

520 LAKE COOK ROAD, DEERFIELD, IL 60015CRD# 4993609Firm CRD# 174052

Profile Verification

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

Identity

Moira Ellen Fahey-Ullrich · DEERFIELD, IL

Registration

CRD #4993609 · STRATEGIC WEALTH PARTNERS GROUP, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH PARTNERS GROUP, LLC

STRATEGIC WEALTH PARTNERS

Feb 2015 – Jan 2021

DEERFIELD, IL

STRATEGIC WEALTH PARTNERS, LLC

Aug 2013 – Feb 2015

DEERFIELD, IL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2008 – Dec 2008

CHICAGO, IL

LASALLE FINANCIAL SERVICES, INC.

Jun 2007 – Oct 2008

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · June 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH PARTNERS GROUP, LLC

CRD 174052 · SEC 801-80683

AUM

$3.5B

Regulatory assets under management

Employees

6,045 client accounts

Services offered by STRATEGIC WEALTH PARTNERS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH PARTNERS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Moira Ellen Fahey-Ullrich offer?

Moira Ellen Fahey-Ullrich specializes in Financial Planning, Investment Management, Wealth Management.

What are Moira Ellen Fahey-Ullrich's credentials?

Moira Ellen Fahey-Ullrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Moira Ellen Fahey-Ullrich located?

Moira Ellen Fahey-Ullrich is based in DEERFIELD, Illinois, last registered with STRATEGIC WEALTH PARTNERS GROUP, LLC.

How does Moira Ellen Fahey-Ullrich charge for services?

Moira Ellen Fahey-Ullrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH PARTNERS GROUP, LLC?

STRATEGIC WEALTH PARTNERS GROUP, LLC has approximately 45 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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