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Strategic Wealth Investment Group, LLC CRD 165474
$1.38B regulatory AUM 3 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-02 |
| IN | RA | APPROVED | 2024-05-09 |
| NC | RA | APPROVED | 2024-05-09 |
| TX | RA | APPROVED | 2024-05-09 |
| GA | RA | APPROVED | 2023-08-24 |
Branch Locations
1100 Abernathy Road N.E. Suite L-20, Atlanta, GA 30328 • United States
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Designers | Denver | CO | 09/2020 | 01/2023 |
| Tel Aviv University | Tel Aviv | 09/2019 | 08/2020 | |
| Grade Power Learning | Aurora | CO | 08/2018 | 09/2019 |
| Darktrace | New York | NY | 07/2017 | 08/2018 |
| New York University | New York | NY | 09/2013 | 05/2017 |
| Strategic Wealth Designers | Atlanta | GA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-30 |
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