Pgi Wealth Management

Pgi Wealth Management (CRD# 297517) is a financial advisory firm headquartered in Milton, GA. They manage $211,104,453 in 764 accounts and serve the financial needs of clients across 13 states (or territories).

Current Firm Details
13680 Highway 9, Suite C100, Milton, GA 30004
https://www.cyntax-hsv.com
By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    764
    ACCOUNTS
  • Average Account Value
    $276,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, MN, NC, NE, NY, TX, WI

Financial Advisors at Pgi Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Erin Martin, financial advisor Milton GA
Erin E. Martin
CRD#: 2763669
13680 Highway 9, Suite C100, Milton, GA 30004
Erin Martin (CRD# 2763669) is an Investment Advisor Representative working at Tailored Wealth Management in Atlanta, GA and has over 17 years of experience in the finance industry. Erin Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
2
Nicholas McElroy, financial advisor Milton GA
Nicholas W. McElroy
CRD#: 6206273
13680 Highway 9, Suite C100, Milton, GA 30004

Nicholas McElroy (CRD# 6206273) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 10 years of experience in the finance industry.

3
Todd McElroy, financial advisor Milton GA
Todd W. McElroy
CRD#: 2349451
13680 Highway 9, Suite C100, Milton, GA 30004

Todd McElroy (CRD# 2349451) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 20 years of experience in the finance industry.

4
Ruben Rozental, financial advisor Coral Gables FL
Ruben V. Rozental
CRD#: 1331297
350 Sevilla Avenue, Suite 100, Coral Gables, FL 33155

Ruben Rozental (CRD# 1331297) is an Investment Advisor Representative working at Pgi Wealth Management in Coral Gables, FL and has over 29 years of experience in the finance industry.

5
Cynthia Hunt, financial advisor Milton GA
Cynthia L. Hunt
CRD#: 4632638
13680 Highway 9, Suite C100, Milton, GA 30004

Cynthia Hunt (CRD# 4632638) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals