Advisor at Strategic Wealth Partners, Ltd.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic Wealth Partners, Ltd.
Location
San Juan, PR 00920
Credentials
Series 63, Series 65
Industry experience
26 years
Javier Cordero Conde is a financial advisor with Strategic Wealth Partners, Ltd. in San Juan, PR, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at OSAIC Wealth, Resources Investment Advisors, Retirement Partner Advisors, Triad Advisors, Independent Financial Group, and AdviseMe National Advisors. Outside of advisory services, he is involved in managing operations for a dry ice cleaning business. Strategic Wealth Partners, Ltd. is a multi-advisor firm serving individuals—including high-net-worth clients—pension and profit-sharing plans, foundations, and corporate accounts. The firm provides comprehensive portfolio management, financial planning, retirement plan consulting, and outsourced chief investment officer services, employing a blend of fundamental, technical, and charting analysis to construct diversified portfolios.
Based on Strategic Wealth Partners, Ltd.
Based on Strategic Wealth Partners, Ltd.
Minimum fee for financial plan is $3,000; Retirement Plan Consulting flat minimum fee $3,000; Tax Preparation minimum fee $500.
$0 - : no explicit minimum stated for first tier but implied from $0: 0.20% to 2.00% annually (tiered schedule, exact tiers not explicitly detailed in brochure)
Up to $500 per hour for Financial Planning and Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning: Hourly up to $500/hour, minimum financial plan fee $3,000; Retirement Plan Consulting: hourly up to $500/hour or flat fee or up to 2.00% of plan assets; Flat fee minimum $3,000.
Edificio Edgewell Suite G1, #544 Calle Aldebaran
San Juan, PR 00920
Puerto Rico
Strategic Wealth Partners Ltd
2025 - Present (1 year)
OSAIC
2024 - Present (2 years)
Resources Investment Advisors
2017 - Present (9 years)
Retirement Partner Advisors
2017 - Present (9 years)
Triad Advisors, Inc.
2017 - 2024 (7 years)
Independent Financial Group LLC
2014 - 2017 (3 years)
AdviseMe National Advisors
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
PFS™, Series 66
San Juan, PR
Negron-Ramos LLC
Series 63, Series 65
Humacao, PR
Premier Investment Management, LLC
Series 63, Series 65, Series 66
San Juan, PR
Orchard Wealth & Legacy Management LLC
Series 63, Series 66
Moca, PR
AtlanticMidwest Investment Research, LLC
Series 66
Rincon, PR
NewGen Wealth Creation LLC
Series 63, Series 65, Series 66
Guaynabo, PR
4/26 Retirement Income Planning & Wealth Management, LLC
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