Tampa, FL Office

Team
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Strategic Wealth Investment Group, LLC

Multi-team

Firm-wide stats for Strategic Wealth Investment Group, LLC

Total advisors

33

Across 15 offices

Clients per advisor

118 Very High

Avg AUM per client

$354,947 Low

HNW client ratio

7% Low

About

Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, and also serves corporations and business entities. The firm manages traditional assets such as equities, bonds, mutual funds, ETFs and structured notes, and offers advisory access to private placements for accredited investors.

SWIG uses internally developed model portfolios alongside third‑party model strategies and a sub‑adviser platform, documenting client risk tolerance and tailoring implementations when appropriate. Its investment analysis draws on fundamental, technical, cyclical and charting methods, and the firm may delegate day‑to‑day trading to third‑party managers while retaining overall responsibility for client suitability.

A distinctive feature of the firm is its involvement as a fund sponsor and its principals’ minority ownership interests in a private fund and in an exchange‑traded fund that the firm may recommend or include in models. The firm also operates affiliated insurance activities (with representatives spending a meaningful portion of time on insurance sales) and participates in third‑party insurance distribution arrangements, which are disclosed as potential conflicts of interest.

Based on Strategic Wealth Investment Group, LLC

Expertise

Private / alternative investments Annuities

Based on Strategic Wealth Investment Group, LLC

Location

3030 N Rocky Point Drive, Suite 100

Tampa FL 33607

Advisors at this office

5

Advisors at this office

user avatar

Spencer B

Series 66

Tampa, FL

Strategic Wealth Investment Group, LLC

Spencer Bryzeal is a Series 66-licensed financial advisor with five years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior experience includes roles at Strategic Wealth Designers and several financial services and insurance firms. He is involved in community outreach as a volunteer organizer for fundraising events benefiting St. Jude Children's Research Hospital and serves on the Young Friends of Kids board. Strategic Wealth Investment Group offers discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a combination of internally developed and third-party model portfolios. The firm employs a multi-method investment analysis approach and provides access to private placements for accredited investors.

Private / alternative investments Annuities
user avatar

John R

Series 65

Tampa, FL

Strategic Wealth Investment Group, LLC

John Robinson is a Series 65-licensed financial advisor with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. His prior roles include positions at Strategic Wealth Designers, Florida Financial Advisors, and Digital Science, following a decade of work in healthcare-related organizations such as STEMCELL Technologies and Moffitt Cancer Center. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a blend of internally developed and third-party model portfolios, using multiple investment analysis techniques, and may utilize third-party managers for trading while maintaining overall client suitability responsibility.

Private / alternative investments Annuities
user avatar

Madeleine M

CFP®, Series 63

Tampa, FL

Strategic Wealth Investment Group, LLC

Madeleine Muldoon is a CFP® with two years of industry experience, currently with Strategic Wealth Investment Group, LLC. She has previously worked at LPL Financial LLC and Northwest Financial Advisors. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, utilizing both internally developed and third-party model portfolios. The firm manages a variety of traditional assets and offers access to private placements for accredited investors.

Private / alternative investments Annuities
user avatar

Hairo R

Series 65

Tampa, FL

Strategic Wealth Investment Group, LLC

Hairo Rodriguez Pena is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers and spent eight years at Lakeland Automall. Outside of finance, he is involved in a home flipping business as a sole proprietor, managing home renovations and sales. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, uses multiple investment analysis methods, and offers access to private placements for accredited investors.

Private / alternative investments Annuities
user avatar

Peter G

Series 66

Tampa, FL

Strategic Wealth Investment Group, LLC

Peter Gayle is a financial advisor at Strategic Wealth Investment Group, LLC in Tampa, FL, with 10 years of industry experience. He holds a Series 66 designation and previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 20 years. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, also serving corporations and business entities. The firm uses a combination of internally developed and third-party model portfolios, applying multiple investment analysis methods and may delegate trading to sub-advisers while maintaining responsibility for client suitability.

Private / alternative investments Annuities
View complete list of advisors at this office
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