Colin
Symons
Strategic Wealth Partners, LTD
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About this Advisor
Colin Symons is a chartered financial analyst who works out of Cocoa, Florida with a total of 1 year of relevant experience. Symons currently works for Strategic Wealth Partners, LTD. Their career trajectory has included roles at Symons Capital Management, Inc and Strategic Wealth Partners, LTD. Symons holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Florida and Pennsylvania. Strategic Wealth Partners, LTD is an advisory company based out of Independence, OH. The firm has offices in eight locations and a total of 20 people on staff. It has $796 million in assets among its 2,393 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm advises one charitable organizations. Of its 2,393 customer accounts, 54% belong to high-net-worth clients who have more than $1 million in assets available to invest. Strategic Wealth Partners, LTD offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. Financial advisory fees usually are based on which service is offered. Fee types charged by Strategic Wealth Partners, LTD likely are comprised 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
Colin Symons Work History
Colin has been registered as a financial advisor for 1 years.*
Strategic Wealth Partners, LTD
Symons Capital Management, Inc
Symons Capital Management, Inc
*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 Colin Symons 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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