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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2024-02-12 |
| NC | RA | APPROVED | 2024-02-08 |
| TX | RA | APPROVED_RES | 2024-02-07 |
| WI | RA | APPROVED | 2023-12-26 |
| IL | RA | APPROVED | 2023-12-01 |
| VA | RA | APPROVED | 2023-11-29 |
| CO | RA | APPROVED | 2020-11-19 |
Branch Locations
500 N. Hurtsbourne Parkway Suite 120, Louisville, KY 40222 • United States
1921 Gallows Road Suite 110, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Investment Group, Llc | Louisville | KY | 05/2017 | Present |
| Bellarmine University | Louisville | KY | 08/2014 | 12/2018 |
| Strategic Wealth Investment Group, Llc | Louisville | KY | 05/2017 | Present |
Thomas Reilly is a Licensed Insurance Agent. Rising Inc - S Corp 100% owner Established in 2022 Greenlights Inc - C Corp 100% owner Established in 2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-01 |
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