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Richard Robert Eicheldinger

CFP®

STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OH

·CRD# 6233225·13 years experience

Professional Summary

Richard Robert Eicheldinger, CFP®, who also goes by Richard R Eicheldinger, Richard Robert Eicheldinger, is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS, LTD. located in Independence, Ohio. Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Richard has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Richard R Eicheldinger, Richard Robert Eicheldinger

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®

Certified Financial PlannerSince 2016

Years of Experience

13 years in the financial services industry

Current & Past Employments

STRATEGIC WEALTH PARTNERS, LTD.·CRD# 148586

RIA

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

March 10, 2024 - Present

FACET·CRD# 285961

RIA

Canton, OH

December 10, 2020 - January 3, 2024

AFFINITY WEALTH LLC·CRD# 285169

RIA

Canton, OH

May 21, 2019 - November 28, 2020

TRUE WEALTH DESIGN, LLC·CRD# 143194

RIA

Akron, OH

July 16, 2018 - May 16, 2019

M&T SECURITIES, INC.·CRD# 17358

RIA

Port Jervis, NY

February 21, 2018 - April 27, 2018

M&T SECURITIES, INC.·CRD# 17358

BD

Port Jervis, NY

February 21, 2018 - April 27, 2018

HUNTER ASSOCIATES LLC·CRD# 30177

RIA

Salem, OH

September 2, 2015 - October 11, 2017

HUNTER ASSOCIATES LLC·CRD# 30177

BD

Salem, OH

September 2, 2015 - October 11, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

RIA

Canton, OH

October 18, 2013 - August 31, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691

BD

Canton, OH

September 18, 2013 - August 31, 2015

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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 - SEC (4/14/2014 Approved)

California

Registered Investment Advisory firm - California (6/1/2014 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (5/9/2014 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (5/2/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

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

Phone Number

(216) 800-9000

# of Employees

24

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWP FORM ADV, PART 2A DTD 03-31-2026 (3/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,674

AUM (Assets Under Management)

$1,644,729,979

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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.

I am still licensed for insurance in the state of Ohio and he said I may want to disclose that as an OBA. However, I do not receive any commissions and will not serve as an agent for any other company. I have zero hours dedicated to any work other than being a representative of Facet Wealth.

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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 - SEC (4/14/2014 Approved)

California

Registered Investment Advisory firm - California (6/1/2014 Terminated)

New Jersey

Registered Investment Advisory firm - New Jersey (5/9/2014 Terminated)

Ohio

Registered Investment Advisory firm - Ohio (5/2/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Ohio
(3/10/2024)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Richard Robert Eicheldinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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