Peter Scovill, financial advisor Columbia SC

Peter Scovill

CRD Number: 7098521
Current Firm: Advocacy Wealth Management, LLC

Peter Scovill (CRD# 7098521) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Columbia, SC and has over 5 years of experience in the finance industry.

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Davinci Financial Designs
Company Name Location Dates Years
Advocacy Wealth Management, LLC Atlanta, GA Apr 2019 - Current 5
Forge Consulting LLC Atlanta, GA May 2016 - Current 8
Preferred Residential Management Atlanta, GA Sep 2014 - May 2016 1
Geogia Soccer Atlanta, GA May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Peter Scovill
Phone Number: 800-633-2967
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    1,724
    MILLIONS
  • Total Number of Accounts
    1,715
    ACCOUNTS
  • Average Account Value
    $1,005,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, CA, CO, CT, FL, GA, HI, IL, KY, LA, MA, MN, MO, MS, NC, NE, NH, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WI, WV

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