Unclaimed Profile

Patricia Brown Achterhof

STRATEGIC WEALTH MANAGEMENT GROUP, LLC·FULTON, Maryland

Series 65Clean record11 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, LLC

8170 MAPLE LAWN BLVD., FULTON, MD 20759CRD# 6444824Firm CRD# 113678

Profile Verification

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

Identity

Patricia Brown Achterhof · FULTON, MD

Registration

CRD #6444824 · STRATEGIC WEALTH MANAGEMENT GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT GROUP, LLC

WEALTHSPIRE ADVISORS

Mar 2021 – May 2021

Fulton, MD

WEALTHSPIRE ADVISORS

Jan 2015 – May 2021

FULTON, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 27, 2015

Years registered · 11

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

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FULTON?

Browse all registered financial advisors in FULTON, Maryland or claim this profile if it's yours.

Browse FULTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Patricia Brown Achterhof offer?

Patricia Brown Achterhof specializes in Financial Planning, Investment Management, Wealth Management.

What are Patricia Brown Achterhof's credentials?

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

Where is Patricia Brown Achterhof located?

Patricia Brown Achterhof is based in FULTON, Maryland, last registered with STRATEGIC WEALTH MANAGEMENT GROUP, LLC.

How does Patricia Brown Achterhof charge for services?

Patricia Brown Achterhof'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →