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Arv Vilutis

Investment Adviser Representative at Financial Synergies

Houston, TXCRD #724092Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
45 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Arv Vilutis is an investment adviser representative with Financial Synergies in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 1981 and were previously registered with FSI Advisory Group, Inc. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas.

Office

4400 Post Oak Pkwy, Suite 200
Houston, TX 77027

Advisors at this office: 17

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/25/1981
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/21/1981

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Financial SynergiesCurrent
10/29/2025 – Houston, TX
FSI Advisory Group, Inc.
3/13/1995 – 5/1/2026Houston, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. FSI Advisory Group Inc.
    Aug 1980 – no end date reportedHouston, TX
  2. Self-employed
    Jun 1988 – no end date reportedHouston, TX
  3. Pinewold HOA
    Apr 2011 – no end date reportedHouston, TX
  4. Cetera Advisors LLC
    Jan 2013 – no end date reportedDenver, CO
  5. Financial Synergies Wealth Advisors, Inc.
    Oct 2025 – no end date reportedHouston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Financial Synergies

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees
Firm account minimum
$1,000,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
2
Main office:
Houston, TX
SEC file number:
801-30106

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 24, 2026

View full firm profile

Other advisors at Financial Synergies

Showing 12 of 17 in the directory

View Financial Synergies firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Arv Vilutis has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Arv Vilutis (Financial Synergies) - Fees & Credentials