Matthew M. Condit
STRATEGIC WEALTH MANAGEMENT
Bedford, TX 76021
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CRD#: 5813558
Professional summary
Matthew M Condit, CFP® is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT, LLC located in Bedford, Texas and LPL FINANCIAL LLC located in Bedford, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 66, 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) 06/07/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STRATEGIC WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 04/24/2019 - Strategic Wealth Management, LLC - Investment related - At reported business location(s) - Non-Variable Insurance - start date:03/27/2019 - 8 hrs/mo - 1 hr during trading. (3) 5/2/2019 - Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/24/2014 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Strategic Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew M Condit'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®
CFP®
Start date: 2013
Experience
Current
October 6, 2014 - Present
STRATEGIC WEALTH MANAGEMENT, LLC
Office #1: 2812 Bedford Road Suite 200, Bedford, TX 76021RIA
CRD#: 171908
Bedford, TX
Current
October 15, 2012 - Present
LPL FINANCIAL LLC
Office #1: 2812 Bedford Rd Ste 200, Bedford, TX 76021-6195RIA
BD
CRD#: 6413
Bedford, TX
Past
October 17, 2012 - November 21, 2014
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
BOYD, TX
Past
January 3, 2011 - October 25, 2012
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
BEDFORD, TX
Past
October 26, 2010 - October 25, 2012
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
BEDFORD, TX
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 MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
CRD#: 171908 / SEC#: 801-112757
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Texas
Registered Investment Advisory firm - (4/18/2018 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/8/2019)
RR
California(1/8/2019)
RR
Colorado(1/8/2019)
RR
Florida(1/8/2019)
RR
Idaho(2/23/2021)
RR
Kansas(1/8/2019)
RR
Oklahoma(1/8/2019)
RR
Oregon(6/27/2025)
RR
Tennessee(2/28/2024)
RR
Texas(10/15/2012)
IAR
Texas(10/6/2014)
RR
Washington(1/8/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
CRD#: 171908 / SEC#: 801-112757
RIA
Registered Investment Advisory firm - (4/2/2018 Approved)Texas
Registered Investment Advisory firm - (4/18/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2812 Bedford Road Suite 200, Bedford, TX 76021
Mailing Address
Phone number
(817) 391-1090
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 352 |
| AUM (Assets Under Management) | $ 130,513,205 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
