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AG
AG
Anthony Christian Gillaizeau
Strategic Wealth Partners, LTD.
1 Year of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Strategic Wealth Partners, LTD.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B
Fee Structure
Minimum Investment:
$500K
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Judgment / Lien
September 2022
Judgment / Lien
August 2021
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
October 2024 - Present · 1 yr 4 mos
State Registrations
1 state
MA
Advisor
Exams
No exam information available for this advisor.
Anthony Christian Gillaizeau - Financial Advisor | TrueAdvisor