Hairo Jose Rodriguez Pena

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

• 10/2024 → Present
  Strategic Wealth Designers
  Tampa, FL
• 04/2016 → 05/2024
  Lakeland Automall
  Lakeland, FL
• 05/2024 → 10/2024
  Unemployed
  Tampa, FL

Other Businesses

Hairo Rodriguez LLC, Not investment related, 6328 Hereford Drive, Lakeland Fl, 33810, House flipping, Sole proprietor, date started 5/1/2022, 5 hours a month to the business, 0 hours during trading, Managing home renovations and sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-07