Peter Andrew Schilli
Investment adviser representative at Southern Financial Group, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Peter Andrew Schilli? Claim your profile
Contact this firm
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
Experience
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Southern Financial Group, LLCAug 2023 to now
- Robert Trent JonesMar 2023 to Jul 2023
- Wells Fargo BankSep 2022 to Mar 2023
- UnemployedJun 2022 to Aug 2022
- Strategic Financial PartnersMay 2021 to Jul 2021
- Strategic Financial PartnersDec 2020 to Jan 2021
- Strategic Financial PartnersMay 2020 to Jul 2020
- Inverness Country ClubMay 2019 to Aug 2019
- Spring Hill CollegeAug 2018 to May 2022
- Inverness Country ClubMay 2016 to Aug 2018
- Indian SpringsAug 2013 to May 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (AL).
Southern Financial Group, LLC
$1.1BAssets managed
1,146Clients
4Advisers
19 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
- 7258260
- Firm CRD
- 142644