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Career history of Jim DeCarlo
Former positions of Jim DeCarlo
Companies | Position | Start | End |
---|---|---|---|
Strategic Wealth Management Group LLC
![]() Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Chief Executive Officer | 01/06/2016 | 01/01/2021 |
Training of Jim DeCarlo
Towson University | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Chief Executive Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Strategic Wealth Management Group LLC
![]() Strategic Wealth Management Group LLC Investment ManagersFinance Strategic Wealth Management Group LLC (do-business-as StratWealth) is an investment advisory firm headquartered in Fulton, Maryland. The firm was founded in 2001 and is a subsidiary of Wealthspire Advisors LLC, ultimately owned by NFP Holdings LLC. StratWealth provides discretionary or non-discretionary investment advisory services individuals, high net-worth individuals, pension & profit sharing plans, and corporations or other businesses. | Finance |
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