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Laurin Mackenzie Scaffidi

STRATEGIC WEALTH INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky
Clean recordSTRATEGIC WEALTH INVESTMENT GROUP, LLC
500 N. HURSTBOURNE PARKWAY, LOUISVILLE, KY 40222CRD# 7890964Firm CRD# 165474

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurin Mackenzie Scaffidi · LOUISVILLE, KY
Registration
CRD #7890964 · STRATEGIC WEALTH INVESTMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laurin Mackenzie Scaffidi 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
View all advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC →
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# 7890964
Firm CRD# 165474
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurin Mackenzie Scaffidi offer?
Laurin Mackenzie Scaffidi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.
What are Laurin Mackenzie Scaffidi's credentials?
Laurin Mackenzie Scaffidi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurin Mackenzie Scaffidi located?
Laurin Mackenzie Scaffidi 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 Laurin Mackenzie Scaffidi charge for services?
Laurin Mackenzie Scaffidi'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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Other Advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC

Jordan Schwartz
LOUISVILLE, KY
Dustin Stanley
LOUISVILLE, KY
Edmund Douglas Robinson
LOUISVILLE, KY
Jacob Provart
LOUISVILLE, KY

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
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Research
Advisor Fees in KentuckyNational Fee Analysis
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