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David R Abate

Strategic Wealth Partners, Ltd.

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About David R Abate

David Abate is a Certified Financial Planner™ who has been an Investment Advisor Representative for Strategic Wealth Partners, Ltd. since April 2012. David Abate is registered with the state of Ohio, where they are based, and with Texas. They are also registered as an Investment Advisor Representative in New Jersey, North Carolina, and Ohio. David Abate has passed the Series 65 exam, the Uniform Investment Adviser Law Examination. David Abate works with a variety of clients, including individuals, high-net-worth individuals, families, trusts, corporations, and charitable organizations. Strategic Wealth Partners, Ltd. offers a range of financial services, including financial planning, investment management, and retirement planning.

Firm Information

David Abate is currently registered with Strategic Wealth Partners, Ltd.. Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Abate’s Registration & Firm History

OH

04/04/2016 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

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Licenses & Designations

IA

Issued 05/01/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David R Abate.
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