Emily Nitsa Pehlis
Investment adviser representative at Strategic Wealth Advisors Group, Inc.
13 yearsExperience
1 stateRegistered in
$206.7MFirm assets
2 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.
HourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Wealth Advisors Group, Inc.Aug 2024 to now
- Massmutual Great LakesJan 2023 to Aug 2024
- University RoadhouseSep 2022 to Dec 2022
- Massmutual Great LakesMay 2022 to Jul 2022
- Full-time EducationSep 2020 to Dec 2022
- Dynamic BdcApr 2020 to Apr 2022
- Full-time EducationAug 2019 to Apr 2020
- UnemployedJul 2019 to Apr 2020
- Healthquest Physical TherapyJan 2018 to Mar 2019
- Full-time EducationFeb 2013 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MI).
Strategic Wealth Advisors Group, Inc.
$206.7MAssets managed
544Clients
8Advisers
2 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
- 7703589
- Firm CRD
- 285863