Strategic Wealth Management Group

CRD 125882 · New York, NY · $832.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 125882
SEC number: 801-64228
Firm type: RIA
Assets under management: $832.9M as of Feb 27, 2026
Website: www.swmgrp.com ↗
Phone: 212-489-0100
Address: 1776 Broadway, New York, NY, 10019

Advisors at this firm

4 in our index · page 1 of 1

Jill Christine GaneyCRD 2551405 · New York, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Robert Peter GoodmanCRD 1172590 · New York, NY

IA Registered
Lawrence Evan MayCRD 323812 · New York, NY

IA RegisteredBroker
Melvin RokeachCRD 4124577 · New York, NY

IA RegisteredRegistration inactive

Disclosure event(s) on record

Source & corrections

Where this page comes from

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