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SP

Samuel B. Petitjean

STRATEGIC WEALTH PARTNERS, LTD.
Independence, OH 44131-6829
Some features on this profile are disabled
CRD#: 7677594
SP

Professional summary

Samuel Brown Petitjean is a registered financial advisor currently at STRATEGIC WEALTH PARTNERS, LTD. located in Independence, Ohio.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Samuel has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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 Samuel Brown Petitjean'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®
None

Experience

Current

June 18, 2025 - Present

STRATEGIC WEALTH PARTNERS, LTD.

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

August 29, 2024 - April 1, 2025

KEY INVESTMENT SERVICES LLC

RIA
CRD#: 136300
Batavia, NY
Past

July 26, 2024 - April 1, 2025

KEY INVESTMENT SERVICES LLC

BD
CRD#: 136300
Batavia, NY

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
(6/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/29/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/26/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/11/2024
Securities Industry Essentials 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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