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RE

Richard R. Eicheldinger

STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH 44131-6829
Some features on this profile are disabled
CRD#: 6233225
RE

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Richard R Eicheldinger | Richard Robert Eicheldinger

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 Richard Robert Eicheldinger'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: 2016

Experience

Current

March 10, 2024 - Present

STRATEGIC WEALTH PARTNERS, LTD.

Office #1: 5005 Rockside Road Suite 1200, Independence, OH 44131-6829
RIA
CRD#: 148586
Independence, OH
Past

December 10, 2020 - January 3, 2024

FACET

RIA
CRD#: 285961
CANTON, OH
Past

May 21, 2019 - November 28, 2020

AFFINITY WEALTH LLC

RIA
CRD#: 285169
CANTON, OH
Past

July 16, 2018 - May 16, 2019

TRUE WEALTH DESIGN, LLC

RIA
CRD#: 143194
AKRON, OH
Past

February 21, 2018 - April 27, 2018

M&T SECURITIES, INC.

RIA
CRD#: 17358
PORT JERVIS, NY
Past

February 21, 2018 - April 27, 2018

M&T SECURITIES, INC.

BD
CRD#: 17358
PORT JERVIS, NY
Past

September 2, 2015 - October 11, 2017

HUNTER ASSOCIATES LLC

RIA
CRD#: 30177
SALEM, OH
Past

September 2, 2015 - October 11, 2017

HUNTER ASSOCIATES LLC

BD
CRD#: 30177
SALEM, OH
Past

October 18, 2013 - August 31, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CANTON, OH
Past

September 18, 2013 - August 31, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CANTON, OH

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
Ohio
(3/10/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/17/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/27/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2013
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SWP FORM ADV, PART 2A DTD 03-31-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,669
AUM (Assets Under Management)$ 1,324,195,489

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 PARTNERS, LTD.

CRD#: 148586Independence, OH 44131-6829

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