This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

May 9, 2022

First registration

May 13, 2022

Dual registered

no

IAPD individual key

7341376

• Occurred

  May 13, 2024
  Advisor changed firm

  Grant Robert Sandberg left Newport Group Consulting, Llc for Strategic Wealth Investment Group, Llc (registered 2024-05-22)

  Form ADVobserved 4 days ago
• Occurred

  Sep 23, 2022
  Advisor changed firm

  Grant Robert Sandberg left Equitable Advisors, Llc for Newport Group Consulting, Llc (registered 2022-10-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:35fc01f4-3276-4b53-b22c-d0362f9db08f

First observed

May 13, 2022

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.