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Matthew M Condit

STRATEGIC WEALTH MANAGEMENT, LLC·BEDFORD, Texas
SIE, Series 7, Series 66CFPClean record15 years registeredSTRATEGIC WEALTH MANAGEMENT, LLC
2812 BEDFORD ROAD, BEDFORD, TX 76021CRD# 5813558Firm CRD# 171908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew M Condit · BEDFORD, TX
Registration
CRD #5813558 · STRATEGIC WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

STRATEGIC WEALTH MANAGEMENT, LLC
Oct 2014 – present
INDEPENDENT FINANCIAL PARTNERS
Oct 2012 – Nov 2014
BOYD, TX
NFP SECURITIES, INC.
Jan 2011 – Oct 2012
BEDFORD, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 3, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908 · SEC 801-112757
AUM
$118M
Regulatory assets under management
Employees
5
338 client accounts
Services offered by STRATEGIC WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STRATEGIC WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew M Condit offer?
Matthew M Condit specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEDFORD, Texas for a consultation.
What are Matthew M Condit's credentials?
Matthew M Condit holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew M Condit located?
Matthew M Condit is based in BEDFORD, Texas, working with STRATEGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Matthew M Condit charge for services?
Matthew M Condit's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STRATEGIC WEALTH MANAGEMENT, LLC?
STRATEGIC WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $118M 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, LLC

Jeanine Marie Benenati
BEDFORD, TX

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