Strategic Wealth Management Group

Strategic Wealth Management Group (CRD# 125882) is a financial advisory firm headquartered in New York, NY. They manage $667,747,857 in 828 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • Total Number of Accounts
    828
    ACCOUNTS
  • Average Account Value
    $806,459
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, NJ, NY, TX

Financial Advisors at Strategic Wealth Management Group
Showing 1 - 5 of 5 top financial advisors.
1
Brendan Tully
CRD#: 4365969
1776 Broadway, Suite 1900, New York, NY 10019

Brendan Tully (CRD# 4365969) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 22 years of experience in the finance industry.

2
Robert P. Goodman
CRD#: 1172590
1776 Broadway, Suite 1900, New York, NY 10019

Robert Goodman (CRD# 1172590) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 35 years of experience in the finance industry.

3
Justin R. Hod
CRD#: 7142712
1776 Broadway, Suite 1900, New York, NY 10019

Justin Hod (CRD# 7142712) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 4 years of experience in the finance industry.

4
Lawrence E. May
CRD#: 323812
1776 Broadway, Suite 1900, New York, NY 10019

Lawrence May (CRD# 323812) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 23 years of experience in the finance industry.

5
Melvin Rokeach
CRD#: 4124577
1776 Broadway, Suite 1900, New York, NY 10019

Melvin Rokeach (CRD# 4124577) is an Investment Advisor Representative working at Strategic Wealth Management Group in New York, NY and has over 24 years of experience in the finance industry.

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