Nathan
Forristal-Garcia
Strategic Wealth Partners, LTD
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About this Advisor
Nathan Forristal-Garcia is a certified financial planner who works in Fulton, Maryland, who has 6 years of industry experience. Forristal-Garcia works at Strategic Wealth Partners, LTD. Throughout their career, Forristal-Garcia has worked at Mml Investors Services, Mass Mutual Life Insurance Company, Lpl Financial, LLC, Campbell Wealth Management, Westbourne Investments Inc and Strategic Wealth Partners. Forristal-Garcia holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Maryland, Ohio and Virginia. Strategic Wealth Partners, LTD is a firm operating out of Independence, OH. The firm has offices in eight locations and a total of 20 financial advisors. It manages $796 million in assets under management across its 2,393 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 2,393 customer accounts, 54% are held by high-net-worth clients who have at least $1 million in assets. Strategic Wealth Partners, LTD provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Fees for financial advisory services largely depend on the financial services. Fee types charged by Strategic Wealth Partners, LTD most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$795,833,306
20
2,393
$332,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nathan Forristal-Garcia Work History
Nathan has been registered as a financial advisor for 6 years.*
Strategic Wealth Partners
Westbourne Investments Inc
Mml Investors Services
Lpl Financial, LLC
Campbell Wealth Management
Mass Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Forristal-Garcia to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Partners, LTD
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
