STRATEGIC WEALTH MANAGEMENT ADVISORS, INC.
CRD #141186 SEC #801-66999 TALLAHASSEE, FL 850-383-0001
SEC Registered
Total AUM
$40.9M
Discretionary
$21.9M
Employees
1
Clients
0
Accounts
294
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 25, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| MONSON, CARL, GEORGE | I | VICE PRESIDENT | NA | |
| RITCHEY, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| RITCHEY, KIMBERLY, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HUNTER, TODD, CAMERON | I | PRESIDENT | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
| HUNTER, TODD, CAMERON | I | PRESIDENT CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jun 25, 2012 REGISTERED
Notice Filings (1)
FL
Address
1615 VILLAGE SQUARE BLVD., SU THREETALLAHASSEE, FL 32309
United States
Phone: 850-383-0001