Emily Pehlis has been an investment adviser representative at Strategic Wealth Advisors Group since August 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Wealth Advisors Group, Inc. is an Utica, MI firm with $207M under management, 544 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Emily Pehlis’ longest registration is the current one, 2 years at Strategic Wealth Advisors Group since 2024. Before joining Strategic Wealth Advisors Group in 2024, Emily Pehlis was registered through MML Investors Services, LLC.
- – present · 2 yearsUtica, MI · Adviser representative · Firm CRD 285863
- MML Investors Services, LLC– · 1 yearSouthfield, MI · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Emily Pehlis is registered as an investment adviser representative in Michigan, since August 2024.
- MichiganSince 15 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 25 April 2023 |
| Series 7TO | General Securities Representative Examination | 11 March 2023 |
| SIE | Securities Industry Essentials Examination | 30 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Emily Nitsa Pehlis
- CRD
- 7703589
- Firm
- Strategic Wealth Advisors Group · CRD 285863
- Office
- 8667 HALL ROAD, Utica, MI 48317
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Emily Pehlis work?
Emily Pehlis is an investment adviser representative registered through Strategic Wealth Advisors Group, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Emily Pehlis a financial advisor?
Yes. Emily Pehlis has a current investment-adviser registration in Michigan, through Strategic Wealth Advisors Group since August 2024.
How many years of experience does Emily Pehlis have?
Emily Pehlis has 3 years in the financial industry, since March 2023, across 2 adviser firms.
What exams has Emily Pehlis passed?
Emily Pehlis has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where did Emily Pehlis work before Strategic Wealth Advisors Group?
Before Strategic Wealth Advisors Group, Emily Pehlis was registered through MML Investors Services, LLC, June 2023 to August 2024.
Where is Emily Pehlis based?
Emily Pehlis’ registered office is in Utica, MI.
Is Emily Pehlis registered with FINRA?
No. Emily Pehlis has no current broker registration.
How can I verify Emily Pehlis’ record?
Search CRD 7703589 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Pehlis’ full registration record.
