linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Howard Geary

Strategic Wealth Partners, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Howard Geary

Matthew Geary is a financial advisor with over 15 years of experience in the industry. Matthew is currently registered with Strategic Wealth Partners, Ltd. and SWP Investment Management LLC. Matthew provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Matthew holds a Series 7, Series 63, Series 86, and Series 87 license. Matthew also holds the designation of Chartered Financial Analyst. Matthew is currently registered in Ohio and has been active in the industry since 2004.

Firm Information

Matthew Geary 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Geary’s Registration & Firm History

OH

08/05/2022 - Present

Strategic Wealth Partners, Ltd. (INDEPENDENCE OH)

NY

03/14/2006 - 01/15/2009

KDC MERGER ARBITRAGE FUND, LP (NEW YORK NY)

NJ

06/25/2004 - 02/09/2006

PERSHING LLC (JERSEY CITY NJ)

Not sure if Matthew Howard Geary is right for you?

Licenses & Designations

BC

Issued 07/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2004

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/30/2004

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/24/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Howard Geary.
Not sure if Matthew Howard Geary is right for you?