Ted E. Albrecht

JOURNEY STRATEGIC WEALTH LLC

Tampa, FL 33618

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CRD#: 4150771

Professional summary

Ted Eric Albrecht, CFP®, who also goes by Ted Albrecht, is a registered financial advisor currently at JOURNEY STRATEGIC WEALTH LLC located in Tampa, Florida.

Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ted has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Ted Albrecht

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.

MDL Wealth Management - Investment Related - At 13919 Carrollwood Village Run, Tampa, FL 33618 - Wealth Management - Wealth Advisor - Started 10/15/2020 - 160 Hours Per Month During Securities Trading - Wealth Management/Financial Planning

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Eric Albrecht's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

August 5, 2024 - Present

JOURNEY STRATEGIC WEALTH LLC

Office #1: 13919 Carrollwood Village Run Suite A, Tampa, FL 33618

RIA

CRD#: 310648

Tampa, FL

Past

October 15, 2020 - August 6, 2024

LPL FINANCIAL LLC

RIA

CRD#: 6413

TAMPA, FL

Past

October 15, 2019 - October 30, 2020

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

RIA

CRD#: 169045

Inverness, FL

Past

October 11, 2019 - August 6, 2024

LPL FINANCIAL LLC

CRD#: 6413

TAMPA, FL

Past

October 1, 2012 - October 23, 2019

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

LITTLETON, CO

Past

October 1, 2012 - October 23, 2019

J.P. MORGAN SECURITIES LLC

CRD#: 79

LITTLETON, CO

Past

August 18, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LITTLETON, CO

Past

December 1, 2006 - December 1, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

LITTLETON, CO

Past

December 1, 2006 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LITTLETON, CO

Past

April 11, 2005 - December 1, 2006

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

ENGLEWOOD, CO

Past

August 6, 2003 - November 22, 2005

BROWNCO, LLC

CRD#: 1326

BOSTON, MA

Past

September 17, 2002 - August 15, 2003

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

April 17, 2000 - August 29, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

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

California
(8/5/2024)

IAR

Colorado
(8/5/2024)

IAR

Florida
(11/7/2024)

IAR

Georgia
(9/16/2024)

IAR

Idaho
(8/5/2024)

IAR

Kentucky
(8/5/2024)

IAR

Michigan
(8/5/2024)

IAR

New Jersey
(8/9/2024)

IAR

North Carolina
(8/5/2024)

IAR

Texas
(8/5/2024)

IAR

Virginia
(8/5/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/2000

General Securities Representative Examination

Current Firm

JOURNEY STRATEGIC WEALTH LLC

JOURNEY STRATEGIC WEALTH LLC | MDL WEALTH MANAGEMENT

CRD#: 310648 / SEC#: 801-119925

RIA

Registered Investment Advisory firm - (12/7/2020 Approved)

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Contact information

Main Address

47 Maple Street Suite 104, Summit, NJ 07901

Mailing Address

Phone number

(201) 905-0070

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JOURNEY STRATEGIC WEALTH, LLC DISCLOSURE BROCHURE & PRIVACY POLICY (9/10/2025)

Regulatory assets under management

Total Number of Accounts	3,304
AUM (Assets Under Management)	$ 3,764,311,936

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Ted E. Albrecht

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Eric Albrecht's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BROWNCO, LLC

AMERICAN CENTURY INVESTMENT SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

JOURNEY STRATEGIC WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2010

Series 63

Date: 4/26/2000

SIE

Date: 10/1/2018

Series 7

Date: 4/14/2000

Current Firm

JOURNEY STRATEGIC WEALTH LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOURNEY STRATEGIC WEALTH LLC

TRUST BUT VERIFY

Contact information

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