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Dennis P. Chandler

STRATEGIC WEALTH MANAGEMENT LLC
SOUTH NATICK, MA 01760
Some features on this profile are disabled
CRD#: 4818296
DC

Professional summary

Dennis Patrick Chandler is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT LLC located in South Natick, Massachusetts.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Dennis has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Patrick Chandler'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®
None

Experience

Current

October 10, 2025 - Present

STRATEGIC WEALTH MANAGEMENT LLC

Office #1: 8 Pleasant St 2b, South Natick, MA 01760
RIA
CRD#: 335792
SOUTH NATICK, MA
Past

April 5, 2023 - January 10, 2025

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Natick, MA
Past

May 23, 2022 - December 31, 2022

RCX CAPITAL GROUP, LLC

BD
CRD#: 114290
THE WOODLANDS, TX

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
Massachusetts
(10/10/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/17/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/23/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2021
Securities Industry Essentials Examination

Current Firm

SW
STRATEGIC WEALTH MANAGEMENT LLC
STRATEGIC WEALTH MANAGEMENT LLC | STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 335792 / SEC#:

California
Registered Investment Advisory firm - (1/6/2026 Approved)
Florida
Registered Investment Advisory firm - (11/7/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (8/26/2025 Approved)
Texas
Registered Investment Advisory firm - (10/7/2025 Conditional Restricted)
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Contact information

Main Address
8 Pleasant St 2b, South Natick, MA 01760
Mailing Address
Phone number
(508) 654-5562
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts201
AUM (Assets Under Management)$ 67,782,658

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.

Company Information

STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 335792South Natick, MA 01760

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