Sydney Millay
Investment adviser representative at Fwg Investments, LLC
15 yearsExperience
1 stateRegistered in
$349MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Fwg Investments, LLCJan 2023 to now
- Family Wealth GroupMay 2022 to now
- Orange Theory FitnessOct 2021 to May 2022
- Northwestern MutualMay 2021 to Sep 2021
- University of KentuckyAug 2020 to May 2021
- University of Kentucky Recreation & WellnessNov 2019 to Aug 2020
- Full Time StudentMay 2011 to Nov 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KY).
Fwg Investments, LLC
$349MAssets managed
1,846Clients
9Advisers
8 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
- 7359119
- Firm CRD
- 284064