Thomas Joseph Treshock

Employer firm

Strategic Wealth Investment Group, LLC CRD 165474

$1.38B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2019 → 10/2021
  Petersen Advisors
  Wall, NJ
• 02/2020 → 10/2021
  Cadaret Grant & Co., Inc.
  Wall, NJ
• 05/2015 → 10/2021
  Borough Of Monmouth Beach
  Monmouth Beach, NJ
• 10/2017 → 04/2018
  Toll Brothers
  Hoboken, NJ
• 08/2018 → 12/2018
  Russell Reynolds
  New York, NY
• 10/2021 → 02/2024
  C& A Financial Group
  Wall, NJ
• 02/2024 → Present
  Strategic Wealth Designers
  Vienna, VA

Previous Registrations

• 2021-10-29 → 2024-02-15
  Park Avenue Securities Llc
  Wall, NJ
• 2020-06-18 → 2021-10-26
  Cadaret, Grant & Co., Inc.
  Little Silver, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-06-17

Designations

• Certified Financial Planner

Other Names

• Thomas Joseph Treshock
• Thomas Jospeh Treshock