Unclaimed Profile

Gary Paul Desjardins

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·FULTON, Maryland

Series 6, Series 7, Series 24, Series 63Clean record26 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, LLC

8170 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 2442280Firm CRD# 113678

Profile Verification

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

Identity

Gary Paul Desjardins · FULTON, MD

Registration

CRD #2442280 · STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Mar 2021 – present

WEALTHSPIRE ADVISORS

May 2002 – Oct 2021

Fulton, MD

EICHELBERGER GRIESSER EDDY & ALMS INC

Mar 2000 – Dec 2004

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · March 31, 2000

Years registered · 26

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 Gary Paul Desjardins offer?

Gary Paul Desjardins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.

What are Gary Paul Desjardins's credentials?

Gary Paul Desjardins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gary Paul Desjardins located?

Gary Paul Desjardins is based in FULTON, Maryland, working with STRATEGIC WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the FULTON metropolitan area and surrounding communities.

How does Gary Paul Desjardins charge for services?

Gary Paul Desjardins'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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