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Peter Scovill

Advocacy Wealth Management, LLC

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About Peter Scovill

Peter Scovill is an Investment Advisor Representative with Advocacy Wealth Management, LLC. Peter is also an Insurance Agent with Forge Consulting LLC. Peter has been in the financial services industry since 2014 and holds the Series 65 license. Peter's specializations include portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, and selection of other advisors. Peter is registered in South Carolina.

Firm Information

Peter Scovill is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Scovill’s Registration & Firm History

SC

12/17/2019 - Present

Advocacy Wealth Management, LLC (Columbia SC)

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Licenses & Designations

IA

Issued 06/10/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Scovill.
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