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Madeleine Rose Muldoon

Strategic Wealth Investment Group, LLC

Louisville, KY

Tampa, FL

CRD 7563422

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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:

Current Employers
Strategic Wealth Investment Group, Llc

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-14
  • FL RA
    APPROVED
    Since 2026-04-14

Branch Locations

500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States

3030 N Rocky Point Dr Suite 100, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwest Financial Advisors Herndon VA 12/2022 07/2025
Northwest Financial Advisors Herndon VA 05/2022 08/2022
Mail Services At Virginia Tech Blacksburg VA 08/2021 05/2023
Virginia Tech Blacksburg VA 08/2019 05/2023
Dunkin Donuts Chantilly VA 05/2020 05/2021
Glory Days Grill And Bar Stoneridge VA 05/2018 05/2019
John Champe High School Aldie VA 08/2015 05/2019
Unemployed Chantilly VA 05/2019 08/2019
Lpl Financial Llc Herndon VA 09/2023 Present
Strategic Wealth Designers Tampa FL 07/2025 Present
  • 12/2022 → 07/2025
    Northwest Financial Advisors
    Herndon, VA
  • 05/2022 → 08/2022
    Northwest Financial Advisors
    Herndon, VA
  • 08/2021 → 05/2023
    Mail Services At Virginia Tech
    Blacksburg, VA
  • 08/2019 → 05/2023
    Virginia Tech
    Blacksburg, VA
  • 05/2020 → 05/2021
    Dunkin Donuts
    Chantilly, VA
  • 05/2018 → 05/2019
    Glory Days Grill And Bar
    Stoneridge, VA
  • 08/2015 → 05/2019
    John Champe High School
    Aldie, VA
  • 05/2019 → 08/2019
    Unemployed
    Chantilly, VA
  • 09/2023 → Present
    Lpl Financial Llc
    Herndon, VA
  • 07/2025 → Present
    Strategic Wealth Designers
    Tampa, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-08
  • S63 Uniform Securities Agent State Law Examination
    2024-01-08
Designations
  • Certified Financial Planner
Other Names
  • Maddie Rose Muldoon

View on SEC IAPD

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