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Joseph Patrick Garrison

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·FULTON, Maryland
Clean record21 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, LLC
8170 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 4874637Firm CRD# 113678

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Patrick Garrison · FULTON, MD
Registration
CRD #4874637 · STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE ADVISORS
Mar 2021 – present
WEALTHSPIRE ADVISORS
Oct 2004 – Oct 2021
Fulton, MD
02

Registrations & Exams

Registration record
First registered · October 26, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT GROUP, LLC
CRD 113678 · SEC 801-61179
AUM
$1.8B
Regulatory assets under management
Employees
22
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 →
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05

Frequently Asked Questions

What services does Joseph Patrick Garrison offer?
Joseph Patrick Garrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.
What are Joseph Patrick Garrison's credentials?
Joseph Patrick Garrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Patrick Garrison located?
Joseph Patrick Garrison 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 Joseph Patrick Garrison charge for services?
Joseph Patrick Garrison'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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Other Advisors at STRATEGIC WEALTH MANAGEMENT GROUP, LLC

Patricia V. Eddy
COLUMBIA, MD
Amanda Nicole Campbell
FULTON, MD
James Mark Griesser
FULTON, MD
Jennine Ramsey Lacroix
FULTON, MD
Kimberly Sarah Magaha
FULTON, MD
Patricia Brown Achterhof
FULTON, MD

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