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Nathan Angel Forristal-garcia

Strategic Wealth Partners, Ltd.

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About Nathan Angel Forristal-garcia

Nathan Angel Forristal-garcia is a financial advisor with Strategic Wealth Partners, Ltd. Nathan has over 10 years of experience in the financial services industry. Nathan holds the Series 66, Series 7 and SIE licenses. Nathan is also a Certified Financial Planner. Prior to joining Strategic Wealth Partners, Ltd., Nathan was a financial advisor at LPL FINANCIAL LLC, MML INVESTORS SERVICES, LLC and PARK AVENUE SECURITIES LLC. Nathan is registered to provide investment advice in Maryland, Ohio and Virginia.

Firm Information

Nathan Forristal-garcia 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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Nathan Forristal-garcia’s Registration & Firm History

MD

06/28/2022 - Present

Strategic Wealth Partners, Ltd. (Fulton, MD MD)

VA

10/01/2013 - 03/30/2015

LPL FINANCIAL LLC (ALEXANDRIA VA)

MD

01/15/2013 - 09/03/2013

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

MD

10/07/2011 - 11/08/2012

PARK AVENUE SECURITIES LLC (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 01/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Angel Forristal-garcia.
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