David R Abate

Investment Adviser Representative at STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OHCRD #5069849Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

20 yrs

States Registered

2 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 2 states

OhioTexas

Examinations passed

Series 65

Uniform Investment Adviser Law Examination

Passed 5/1/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

STRATEGIC WEALTH Partners, LTD. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David R Abate has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.