Sean Allen Orick
Investment adviser representative at Strategic Wealth Partners, Ltd.
13 yearsExperience
1 stateRegistered in
$1.6BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Wealth Partners, Ltd.Jun 2025 to now
- Resources Investment AdvisorsMar 2017 to now
- Triad Advisors, Inc.Mar 2017 to Nov 2019
- Independent Financial Group LLCJul 2014 to Mar 2017
- Adviseme National AdvisorsDec 2013 to Mar 2017
- Pension AdvisorsDec 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (FL).
Strategic Wealth Partners, Ltd.
$1.6BAssets managed
3,674Clients
16Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3124756
- Firm CRD
- 148586