Scott Michael Pilvinis
Investment adviser representative at Strategic Wealth Investment Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Wealth Designers LLCMay 2022 to now
- Strategic Wealth Investment Group, LLCMay 2022 to now
- Psp Financial Services LLCJun 2019 to Jan 2023
- Psp & Associates, IncJun 2019 to May 2022
- Psp Financial Services LLCJun 2018 to Mar 2019
- Psp & Associates, IncSep 2017 to Feb 2019
- Transpac AviationFeb 2017 to Sep 2017
- Accounting PrincipalsOct 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 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
- 6972608
- Firm CRD
- 165474