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).
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Total Assets Under Management668MILLION
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Total Number of Accounts828ACCOUNTS
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Average Account Value$806,459
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CT, FL, LA, NJ, NY, TX
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.
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.
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.
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.
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.