FT
Francisco G. Texidorfigueroa
STRATEGIC WEALTH PARTNERS, LTD.
San Juan, PR 00920
Some features on this profile are disabled
CRD#: 7608242
FT
Professional summary
Francisco G Texidorfigueroa, who also goes by Francisco Gabriel Texidor Figueroa, is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS, LTD. located in San Juan, .
Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Francisco has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Francisco Gabriel Texidor Figueroa
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.Other Business Name: Retirement Partner Advisors 2.Investment Related? Yes 3.Address of Other Business: Edificio Edgewell Suite G1, Calle Aldebaran #544, San Juan, PR 00920 4.Nature of Other Business: Retirement Plan Consulting 5.Position/Title/Relationship with Other Business: Advisor 6.Start Date: 07/2022 7.Hours Per Month: 40 8.Market Hours Per Month: 5-10 9.Duties Related to Other Business: Provide Retirement Plan Consulting Services through Strategic Wealth Partners, Ltd.
CRS (Client Relationship Summary) - RIA
Click below to view Francisco G Texidorfigueroa'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®
NoneExperience
Current
August 13, 2025 - Present
STRATEGIC WEALTH PARTNERS, LTD.
Office #1: Edificio Edgewell Suite G1 Calle Aldebaran #544, San Juan, PR 00920RIA
CRD#: 148586
San Juan, PR
Past
October 14, 2022 - October 8, 2025
ONEDIGITAL
RIA
CRD#: 106766
San Juan, PR
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
Puerto Rico(8/13/2025)
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
Regulatory assets under management
| Total Number of Accounts | 3,669 |
| 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.
