John Douglas Root
Investment adviser representative at Strategic Wealth Partners, Ltd.
12 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
12 years in the industry.
- Strategic Wealth Partners, Ltd.Jun 2025 to now
- Cleveland ClinicMay 2024 to Aug 2024
- Sherwin WilliamsApr 2023 to Apr 2024
- SwensonsMay 2022 to Aug 2022
- John Caroll UniversityAug 2021 to May 2025
- Hudson High SchoolAug 2017 to May 2021
- Hudson Middle SchoolAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8191999
- Firm CRD
- 148586