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Justin Roy Hod

Strategic Wealth Management Group

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About Justin Roy Hod

Justin Roy Hod is a registered investment advisor representative with Strategic Wealth Management Group. Justin has been in the industry since 2019 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Justin is licensed to provide investment advice in New York and Texas. Justin is also a registered representative of May Capital Group, L.L.C. Justin focuses on helping clients with pension consulting, selection of other advisors, and portfolio management for individuals.

Firm Information

Justin Hod is currently registered with Strategic Wealth Management Group. Strategic Wealth Management Group is an investment advisor located in NEW YORK, NY with approximately $667,747,857 in regulatory assets under management (RAUM) and $31,779,111 in charitable organization assets. They have 828 total accounts. The firm provides portfolio management for individuals and pension consulting. The firm also provides other advisory services such as selection of other advisers and consulting. The firm's main office is located at 1700 Broadway.
Strategic Wealth Management Group

1776 BROADWAY

NEW YORK, NY 10019

$667.75M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Hod’s Registration & Firm History

NY

03/27/2022 - Present

Strategic Wealth Management Group (NEW YORK NY)

NY

08/28/2019 - 09/27/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/27/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Roy Hod.
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