Unclaimed Profile

Edmund Douglas Robinson

STRATEGIC WEALTH INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky

SIE, Series 6, Series 6TO, Series 7, Series 7TO, Series 24, Series 26, Series 63, Series 65Clean record12 years registeredSTRATEGIC WEALTH INVESTMENT GROUP, LLC

500 N. HURSTBOURNE PARKWAY, LOUISVILLE, KY 40222CRD# 3183948Firm CRD# 165474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edmund Douglas Robinson · LOUISVILLE, KY

Registration

CRD #3183948 · STRATEGIC WEALTH INVESTMENT GROUP, LLC · 12 years registered

Brand Profile

Not yet started

Career History

LORD AND RICHARDS

May 2024 – present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Mar 2022 – Mar 2024

LOUISVILLE, KY

LPL FINANCIAL LLC

Jun 2019 – May 2022

MOUNT JOY, PA

SANTANDER SECURITIES

Aug 2017 – May 2019

LAURELDALE, PA

M&T SECURITIES, INC.

Apr 2014 – Aug 2017

SHILLINGTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 7TO

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · April 1, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

CRD 165474 · SEC 801-117642

AUM

$901M

Regulatory assets under management

Employees

22,963 client accounts

Services offered by STRATEGIC WEALTH INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Edmund Douglas Robinson offer?

Edmund Douglas Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Edmund Douglas Robinson's credentials?

Edmund Douglas Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edmund Douglas Robinson located?

Edmund Douglas Robinson is based in LOUISVILLE, Kentucky, working with STRATEGIC WEALTH INVESTMENT GROUP, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Edmund Douglas Robinson charge for services?

Edmund Douglas Robinson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH INVESTMENT GROUP, LLC?

STRATEGIC WEALTH INVESTMENT GROUP, LLC has approximately 76 employees and manages $901M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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