Unclaimed Profile

Patricia V. Eddy

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·COLUMBIA, Maryland

Series 65Clean record17 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, LLC

7300 GRACE DRIVE, COLUMBIA, MD 21044CRD# 5277551Firm CRD# 113678

Profile Verification

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

Identity

Patricia V. Eddy · COLUMBIA, MD

Registration

CRD #5277551 · STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

OXFORD PLANNING GROUP, LLC

Jan 2017 – present

STRATWEALTH

Feb 2009 – Sep 2016

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 4, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT GROUP, LLC

CRD 113678 · SEC 801-61179

AUM

$1.8B

Regulatory assets under management

Employees

3,700 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Patricia V. Eddy offer?

Patricia V. Eddy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, Maryland for a consultation.

What are Patricia V. Eddy's credentials?

Patricia V. Eddy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patricia V. Eddy located?

Patricia V. Eddy is based in COLUMBIA, Maryland, working with STRATEGIC WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Patricia V. Eddy charge for services?

Patricia V. Eddy's firm is compensated through percentage of aum, hourly charges, subscription fees, 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, LLC?

STRATEGIC WEALTH MANAGEMENT GROUP, LLC has approximately 22 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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