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Robert Thomas De Lessio

Strategic Wealth Investment Group, LLC

Louisville, KY

Mason, OH

CRD 6916967

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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
CO RA APPROVED 2024-01-10
KY RA APPROVED 2024-01-10
TX RA APPROVED 2020-03-24
OH RA APPROVED 2019-06-07
  • CO RA
    APPROVED
    Since 2024-01-10
  • KY RA
    APPROVED
    Since 2024-01-10
  • TX RA
    APPROVED
    Since 2020-03-24
  • OH RA
    APPROVED
    Since 2019-06-07

Branch Locations

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

5181 Natorp Blvd Suite 100, Mason, OH 45040 • 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
Strategic Wealth Investment Group, Llc Louisville KY 09/2017 02/2026
Strategic Wealth Investment Group, Llc Louisville KY 09/2017 Present
Renewal By Andersen Louisville KY 01/2015 08/2017
Strategic Wealth Investment Group, Llc Louisville KY 02/2026 Present
Other Businesses

Robert De Lessio is a Licensed Insurance Agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-03-26

View on SEC IAPD

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