MG
CFA
MG
CFA

Matthew Howard Geary

3 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
1 client
Average Client Portfolio
$84.1M average
Assets Under Management
$84.1M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Swp Investment Management LLC
May 2024 - Present · 1 yr 9 mos
Strategic Wealth Partners, LTD.
August 2022 - Present · 3 yrs 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.