Adam Scott Ariosa
Investment adviser representative at SFG Wealth Management
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$760.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- SFG Wealth ManagementDec 2016 to now
- SFG Wealth Management, LLC(formerly:synergy Financial Group,LLC)Dec 2016 to now
- LPL Financial LLCAug 2011 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MD).
SFG Wealth Management
Legal name: SFG Wealth Management, LLC
$760.2MAssets managed
1,184Clients
9Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5562432
- Firm CRD
- 285785