Managing Partner · Strategic Wealth Partners, LTD.
Mark M Tepper
CRD 4417859 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Strategic Wealth Partners, LTD., an SEC-registered wealth manager based in Independence, OH with $1.6 billion in regulatory assets, lists Mark M Tepper on its Form ADV as Managing Partner, a control person. The SEC filings also name Mark at 1 other registered adviser.
Firms and roles
- Strategic Wealth Partners, LTD.Managing PartnerWealth manager · Independence, OH · $1.6B in regulatory assets
- SWP Investment Management LLCManaging Member & Chief Executive OfficerAsset manager · Independence, OH · $138M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Anthony A ZabiegalaChief Operating Officer, Strategic Wealth Partners, LTD.
- Matthew A. BuresChief Compliance Officer, Strategic Wealth Partners, LTD.
- Nathan M. FischerChief Investment Officer, Strategic Wealth Partners, LTD.
- Robert J. LambertPortfolio Manager & Analyst, SWP Investment Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.