Madeleine Rose Muldoon
Investment adviser representative at Strategic Wealth Investment Group, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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
11 years in the industry.
- Strategic Wealth Investment Group, LLCApr 2026 to now
- Strategic Wealth DesignersJul 2025 to now
- LPL Financial LLCSep 2023 to now
- Northwest Financial AdvisorsDec 2022 to Jul 2025
- Northwest Financial AdvisorsMay 2022 to Aug 2022
- Mail Services At Virginia TechAug 2021 to May 2023
- Dunkin DonutsMay 2020 to May 2021
- Virginia TechAug 2019 to May 2023
- UnemployedMay 2019 to Aug 2019
- Glory Days Grill and BarMay 2018 to May 2019
- John Champe High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7563422
- Firm CRD
- 165474