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Arv Vilutis

Financial Synergies

Houston, TX

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Current Employers
Financial Synergies

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
  • TX RA
    APPROVED
    Since 2025-10-29

Branch Locations

4400 Post Oak Pkwy Suite 200, Houston, TX 77027 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fsi Advisory Group Inc. Houston TX 08/1980 Present
Self-Employed Houston TX 06/1988 Present
Pinewold Hoa Houston TX 04/2011 Present
Cetera Advisors Llc Denver CO 01/2013 Present
Financial Synergies Wealth Advisors, Inc. Houston TX 10/2025 Present
  • 08/1980 → Present
    Houston, TX
  • 06/1988 → Present
    Self-Employed
    Houston, TX
  • 04/2011 → Present
    Pinewold Hoa
    Houston, TX
  • 01/2013 → Present
    Cetera Advisors Llc
    Denver, CO
  • 10/2025 → Present
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
Previous Registrations
Other Businesses

1.FSI ADVISORY GROUP INC, START 1995, 1770 ST JAMES #360 HOUSTON, TX 77056, REGISTERED INVESTMENT ADVISOR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1981-02-25
  • S63 Uniform Securities Agent State Law Examination
    1981-02-25
Designations

View on SEC IAPD

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