Arv Vilutis

ChFC

Financial Synergies

44 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningHigh Net Worth

Financial Synergies

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

879 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$1.6B

Fee Structure

Minimum Investment:$1M

Location

1770 St. James Place, Ste. 365, Houston, TX, 77056

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2009

Settled

Customer Dispute

January 1988

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business Activities

Arv is a registered investment advisor with FSI Advisory Group Inc. since 1995.

Employment History

Current Registrations

Financial Synergies

October 2025 - Present · 4 mos

Cetera Advisors LLCBroker

January 2004 - Present · 22 yrs 1 mo

Fsi Advisory Group, INC.

March 1995 - Present · 30 yrs 11 mos

Previous Registrations

Ifg Network Securities, INC.Broker

November 1994 - January 2004 · 9 yrs 2 mos

Sunamerica Securities, INC.Broker

February 1991 - October 1994 · 3 yrs 8 mos

Associated Planners Securities CorporationBroker

July 1988 - January 1991 · 2 yrs 6 mos

Smith Barney, Harris Upham & CO., IncorporatedBroker

September 1984 - July 1988 · 3 yrs 10 mos

Rauscher Pierce Refsnes, INC.Broker

February 1981 - September 1984 · 3 yrs 7 mos

State Registrations9 states

CACOFLNCNMNYOHSCTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.