Profile
James Edwin DeCarlo served as the Chief Executive Officer at Strategic Wealth Management Group LLC from 2016 to 2021.
He obtained his undergraduate degree from Towson University in 1987.
Former positions of Jim DeCarlo
| Companies | Position | 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 | 2020-12-31 |
Training of Jim DeCarlo
| Towson University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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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- Jim DeCarlo
