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STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
TALLAHASSEE, Florida
·
2 registered advisors
·
CRD# 141186
SEC# 801-66999
850-383-0001
01
Firm Overview
AUM
$41M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
2 registered advisors
Carl George Monson
TALLAHASSEE, Florida
CRD# 1320211
Todd Cameron Hunter
TALLAHASSEE, Florida
CRD# 1463741
05
Office Locations
TALLAHASSEE, Florida
2 advisors
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Data sourced from SEC Form ADV filings. STRATEGIC WEALTH MANAGEMENT ADVISORS, INC. (CRD# 141186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.