SO
Sean A. Orick
STRATEGIC WEALTH PARTNERS, LTD.
St Pertersburg, FL 33701
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CRD#: 3124756
SO
Professional summary
Sean Allen Orick is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS, LTD. located in St Pertersburg, Florida.
Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Sean has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Other Business Name: Southern Tides Consulting, LLC 2.Investment Related? No 3.Address of Other Business: 111 Second Avenue N.E., Suite 204, St. Petersburg, FL 33701 4.Nature of Other Business: Holding Company 5.Position/Title/Relationship with Other Business: Managing Member 6.Start Date: 01/2022 7.Hours Per Month: 3-4 8.Market Hours Per Month: 0-1 9.Duties Related to Other Business: Holding Company for receipt of Advisory Compensation 1.Other Business Name: Retirement Partner Advisors 2.Investment Related? Yes 3.Address of Other Business: 111 Second Avenue N.E., Suite 204, St. Petersburg, FL 33701 4.Nature of Other Business: Retirement Plan Consulting 5.Position/Title/Relationship with Other Business: Advisor/Partner 6.Start Date: 03/2017 7.Hours Per Month: 40 8.Market Hours Per Month: 5-10 9.Duties Related to Other Business: Provide Retirement Plan Consulting Services through Strategic Wealth Partners, Ltd. Resources Investment Advisors,Inc;investment related;4860 College Blvd,Overland Park,KS 66211;RIA;IAR;4/2017;160 hrs/month;6.5 hrs during trading;fee-based advisor
CRS (Client Relationship Summary) - RIA
Click below to view Sean Allen Orick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 2, 2025 - Present
STRATEGIC WEALTH PARTNERS, LTD.
Office #1: 111 Second Avenue Ne Suite 204, St Pertersburg, FL 33701RIA
CRD#: 148586
St Pertersburg, FL
Past
March 23, 2017 - October 8, 2025
ONEDIGITAL
RIA
CRD#: 106766
Saint Petersbug, FL
Past
March 7, 2017 - December 4, 2019
TRIAD ADVISORS LLC
BD
CRD#: 25803
St. Petersburg, FL
Past
July 31, 2014 - March 7, 2017
INDEPENDENT FINANCIAL GROUP, LLC
RIA
CRD#: 7717
Ft. Lauderdale, FL
Past
July 24, 2014 - March 7, 2017
INDEPENDENT FINANCIAL GROUP, LLC
BD
CRD#: 7717
Ft. Lauderdale, FL
Past
January 7, 2014 - March 17, 2017
ADVISEME NATIONAL ADVISORS
RIA
CRD#: 141129
Ft. Lauderdale, FL
Past
December 9, 2013 - July 21, 2014
FINANCIAL TELESIS INC
BD
CRD#: 31012
TAMPA, FL
Past
June 20, 2008 - December 3, 2013
ASSET ADVISORS OF AMERICA, LLC
RIA
CRD#: 146566
LONGWOOD, FL
Past
October 2, 2002 - December 10, 2013
SECURITIES RESEARCH, INC. OF FLORIDA
RIA
CRD#: 6516
VERO BEACH, FL
Past
January 8, 2001 - December 10, 2013
SECURITIES RESEARCH, INC. OF FLORIDA
BD
CRD#: 6516
VERO BEACH, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
STRATEGIC WEALTH PARTNERS, LTD.
NAME 413 | STRATEGIC WEALTH PARTNERS, LTD. | SAMARA CAPITAL
CRD#: 148586 / SEC#: 801-79487
RIA
Registered Investment Advisory firm - (4/14/2014 Approved)California
Registered Investment Advisory firm - (6/1/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
STRATEGIC WEALTH PARTNERS, LTD.
NAME 413 | STRATEGIC WEALTH PARTNERS, LTD. | SAMARA CAPITAL
CRD#: 148586 / SEC#: 801-79487
RIA
Registered Investment Advisory firm - (4/14/2014 Approved)California
Registered Investment Advisory firm - (6/1/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/9/2014 Terminated)Ohio
Registered Investment Advisory firm - (5/2/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5005 Rockside Road Suite 1200, Independence, OH 44131-6829
Mailing Address
Phone number
(216) 800-9000
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,669 |
| AUM (Assets Under Management) | $ 1,324,195,489 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
