Peter
Scovill

Advocacy Wealth Management, LLC

CRD#7098521
Investment Advisor
in Columbia, SC

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About this Advisor

Peter Scovill is a financial advisor based in Columbia, South Carolina, working with Advocacy Wealth Management, LLC. Peter has previously held positions at Advocacy Wealth Management, LLC, Forge Consulting LLC, Georgia Soccer, and Preferred Residential Management. Peter has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Peter is part of Advocacy Wealth Management, LLC, which operates out of Columbia, South Carolina. The firm has 4 offices and 30 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Advocacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Columbia, SC

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Advocacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,723,821,312

SC Average: $3,570,121,308
Total Number of Employees

30

SC Average: 58
Total Number of Accounts

1,715

SC Average: 1,608
Average Account Size

$1,005,144

SC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Peter Scovill Work History

2019 - Present (5 years)

Advocacy Wealth Management, LLC

2016 - Present (8 years)

Forge Consulting LLC

2014 - 2014 (< 1 year)

Geogia Soccer

2014 - 2016 (2 years)

Preferred Residential Management

Disclosures

Please visit the SEC profile of Peter Scovill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advocacy Wealth Management, LLC

Robinson Martin
Atlanta, GA
Joseph Havasy
Atlanta, GA
Marcela Espinosa
Atlanta, GA
Ryan Vidal
Atlanta, GA
Nicolas Dykstra
Atlanta, GA
Peter Scovill
Columbia, SC
Melissa Coleman
Atlanta, GA
Nesha Zeigler
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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