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Edmund Douglas Robinson

STRATEGIC WEALTH INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky
Clean recordSTRATEGIC 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edmund Douglas Robinson is a registered financial advisor based in LOUISVILLE, Kentucky, affiliated with STRATEGIC WEALTH INVESTMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH INVESTMENT GROUP, LLC
STRATEGIC WEALTH INVESTMENT GROUP, LLC
AUM
$901M
Regulatory assets under management
Employees
76
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3183948
Firm CRD# 165474
View on FINRA BrokerCheck →

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05

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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