Unclaimed Profile

James Mark Griesser

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·FULTON, Maryland

Series 6, Series 65Clean record34 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, LLC

8170 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 1830999Firm CRD# 113678

Profile Verification

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

Identity

James Mark Griesser · FULTON, MD

Registration

CRD #1830999 · STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 34 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

Feb 1992 – Dec 2004

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · February 14, 1992

Years registered · 34

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 James Mark Griesser offer?

James Mark Griesser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.

What are James Mark Griesser's credentials?

James Mark Griesser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Mark Griesser located?

James Mark Griesser 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 James Mark Griesser charge for services?

James Mark Griesser'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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