Adam Gregory Schmidt
Investment adviser representative at Strategic Wealth Partners LLC
12 yearsExperience
3 statesRegistered in
$101.7MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Strategic Wealth Partners LLCSep 2025 to now
- Foundations Investment Advisors, LLCAug 2023 to Sep 2025
- UnemployedMay 2023 to Jul 2023
- UBS Financial Services IncAug 2018 to Apr 2023
- Whole Foods MarketNov 2017 to May 2018
- Wjw ManagementJun 2017 to Aug 2018
- Fidelity Brokerage Services, LLCJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (KY, TN, TX).
Strategic Wealth Partners LLC
$101.7MAssets managed
212Clients
2Advisers
1 yearIn 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
- 6138947
- Firm CRD
- 336564