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Veronica M Gillotte

Strategic Wealth Investment Group, LLC

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About Veronica M Gillotte

Veronica Gillotte is an Investment Advisor Representative at Strategic Wealth Investment Group, LLC. Veronica has been in the industry since 2000 and has experience with several firms. Veronica's current employment is with Strategic Wealth Investment Group, LLC, where they provide financial planning and portfolio management services to individuals and businesses. Veronica has a wide range of experience in the financial services industry and is committed to helping clients achieve their financial goals.

Firm Information

Veronica Gillotte is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Veronica Gillotte’s Registration & Firm History

KY

01/09/2024 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

FL

01/02/2018 - 08/30/2018

BB&T SECURITIES, LLC (BOCA RATON FL)

FL

05/26/2017 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)

FL

01/13/2016 - 05/17/2017

SUNTRUST INVESTMENT SERVICES, INC. (BOCA RATON FL)

FL

04/09/2014 - 01/14/2016

HSBC SECURITIES (USA) INC. (POMPANO BEACH FL)

FL

12/04/2013 - 03/31/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOYNTON BEACH FL)

FL

06/07/2010 - 11/01/2013

LPL FINANCIAL LLC (FT LAUDERDALE FL)

FL

11/13/2009 - 05/26/2010

PNC INVESTMENTS (DELRAY BEACH FL)

FL

05/18/2007 - 11/13/2009

NATCITY INVESTMENTS, INC. (BOYNTON BEACH FL)

FL

04/05/2004 - 03/30/2007

FIDELITY BROKERAGE SERVICES LLC (WELLINGTON FL)

IL

09/25/2003 - 02/23/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

RI

08/18/2000 - 08/29/2003

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 04/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Veronica M Gillotte. Review regulatory record here.
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