Arv Vilutis

FSI ADVISORY GROUP

HOUSTON, TX 77056

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CRD#: 724092

Professional summary

Arv Vilutis is a registered financial advisor currently at FSI ADVISORY GROUP, INC. located in Houston, Texas and FINANCIAL SYNERGIES located in Houston, Texas.

Arv is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Arv has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arv Vilutis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 1995 - Present

FSI ADVISORY GROUP, INC.

Office #1: 1770 St. James Place Suite 360, Houston, TX 77056

RIA

CRD#: 115887

HOUSTON, TX

Current

October 29, 2025 - Present

FINANCIAL SYNERGIES

Office #1: 4400 Post Oak Pkwy Suite 200, Houston, TX 77027

RIA

CRD#: 105643

Houston, TX

Current

January 1, 2004 - Present

CETERA ADVISORS LLC

Office #1: 1770 St. James Place #616, Houston, TX 77056

CRD#: 10299

Houston, TX

Past

November 10, 1994 - January 1, 2004

IFG NETWORK SECURITIES, INC.

CRD#: 19948

ATLANTA, GA

Past

February 26, 1991 - October 4, 1994

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

July 18, 1988 - January 22, 1991

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

September 21, 1984 - July 12, 1988

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

February 23, 1981 - September 7, 1984

RAUSCHER PIERCE REFSNES, INC.

CRD#: 6663

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL SYNERGIES

FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT

CRD#: 105643 / SEC#: 801-30106

RIA

Registered Investment Advisory firm - (7/30/1987 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/11/2008)

Colorado
(12/2/2004)

Florida
(1/4/2024)

New Mexico
(1/25/2008)

New York
(1/2/2014)

North Carolina
(2/1/2008)

Ohio
(5/8/2025)

South Carolina
(4/9/2018)

IAR

Texas
(3/13/1995)

Texas
(1/1/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/25/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/1981

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FINANCIAL SYNERGIES

FINANCIAL SYNERGIES | FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | FINANCIAL SYNERGIES PATHWAY | FINANCIAL SYNERGIES ASSET MANAGEMENT INC | FINANCIAL SYNERGIES ASSET MANAGEMENT

CRD#: 105643 / SEC#: 801-30106

RIA

Registered Investment Advisory firm - (7/30/1987 Approved)

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Contact information

Main Address

4400 Post Oak Pkwy Suite 200, Houston, TX 77027

Mailing Address

Phone number

(713) 623-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL SYNERGIES CURRENT ADV PART 2 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	879
AUM (Assets Under Management)	$ 1,566,368,236

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Arv Vilutis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arv Vilutis's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL SYNERGIES

CETERA ADVISORS LLC

IFG NETWORK SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

ASSOCIATED SECURITIES CORP.

CITIGROUP GLOBAL MARKETS INC.

RAUSCHER PIERCE REFSNES, INC.

Primary Firm SEC Registration

FINANCIAL SYNERGIES

State Registrations and Notice Filings

Exams

Series 63

Date: 2/25/1981

SIE

Date: 10/1/2018

Series 7

Date: 2/21/1981

FINRA

Current Firm

FINANCIAL SYNERGIES

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SYNERGIES

TRUST BUT VERIFY

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