MM
Mark M Tepper
CRD 4417859
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Strategic Wealth Partners, Ltd. | Registered representative | 07/20/2026 |
| Swp Investment Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Strategic Wealth Partners, Ltd.
Managing Partner And Sole Member · 50% – 75% · Oct 2024
-
Swp Investment Management Llc
Managing Member & Chief Executive Officer · 25% – 50% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗