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Michael Thomas Parker

SWS Partners, LLC

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About Michael Thomas Parker

Michael Thomas Parker is a financial advisor currently registered with SWS Partners, LLC in Columbus, OH. Michael has been in the industry since 2002. Michael is a Chartered Financial Analyst and holds Series 7, 86, 87, 63, and 65 licenses. Prior to joining SWS Partners, LLC, Michael was employed by FRIEDMAN, BILLINGS, RAMSEY & CO., INC. in ARLINGTON, VA and GREGORY J. SCHWARTZ & CO., INC. in BLOOMFIELD HILLS, MI. Michael specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles.

Firm Information

Michael Parker is currently registered with SWS Partners, LLC. SWS Partners, LLC is an investment advisor headquartered in Columbus, OH. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and data aggregation & reporting for family offices. SWS Partners, LLC manages approximately $353.64 million in assets for 579 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They offer a wrap fee program and are registered with the SEC.
SWS Partners, LLC

230 WEST STREET

COLUMBUS, OH 43201

$353.64M

Assets Under Management

Not reported

Total Clients

5

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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data aggregation & reporting for family office

Data aggregation & reporting for family office

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Parker’s Registration & Firm History

OH

05/31/2022 - Present

SWS Partners, LLC (Columbus OH)

VA

06/02/2005 - 10/10/2008

FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)

MI

11/20/2002 - 05/31/2005

GREGORY J. SCHWARTZ & CO., INC. (BLOOMFIELD HILLS MI)

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Licenses & Designations

IA

Issued 09/24/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/28/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/19/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Thomas Parker.
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