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Strategic Wealth Management Group CRD 125882
$833M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1776 Broadway Suite 1900, New York, NY 10019 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-05 |
Branch Locations
1776 Broadway Suite 1900, New York, NY 10019 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cantor Fitzgerald | New York | NY | 03/2017 | 03/2019 |
| Unemployed | Long Island City | NY | 06/2016 | 03/2017 |
| Strategic Wealth Management Group | New York | NY | 04/2021 | Present |
| Sidoti | New York | NY | 05/2019 | 10/2020 |
| Unemployed | New York | NY | 10/2020 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-02 |
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