Strategic Wealth Investment Group, LLC
Strategic Wealth Investment Group, LLC (CRD# 165474) is a financial advisory firm headquartered in Louisville, KY. They manage $900,767,493 in 22,963 accounts and serve the financial needs of clients across 29 states (or territories).
-
Total Assets Under Management901MILLION
-
Total Number of Accounts22,963ACCOUNTS
-
Average Account Value$39,227
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AR, AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NV, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI
Robert De Lessio (CRD# 6916967) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 5 years of experience in the finance industry.
Matthew Dicken (CRD# 2882253) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
Veronica Gillotte (CRD# 4236825) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 23 years of experience in the finance industry.
James Nordby (CRD# 6714819) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 7 years of experience in the finance industry.
Phillis Pilvinis (CRD# 1041839) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 41 years of experience in the finance industry.
Jacob Provart (CRD# 6822853) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 5 years of experience in the finance industry.
Thomas Reilly (CRD# 6897339) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 6 years of experience in the finance industry.
Jordan Schwartz (CRD# 6519627) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 9 years of experience in the finance industry.
Joshua Smith (CRD# 4861445) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 17 years of experience in the finance industry.
Dustin Stanley (CRD# 6402870) is an Investment Advisor Representative working at Strategic Wealth Investment Group, LLC in Louisville, KY and has over 9 years of experience in the finance industry.