Joshua Matthew Smith
Investment adviser representative at Strategic Wealth Investment Group, LLC
18 yearsExperience
6 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Strategic Wealth Investment Group, LLCJun 2018 to now
- Mh EquipmentSep 2016 to May 2018
- J Smith (self Employed)Jan 2008 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 6 states (CO, FL, IN, KY, OH, TX).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4861445
- Firm CRD
- 165474