RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
David Mark Stryzewski
- Title
- CEO, Sound Planning Group, Increportedmyspg.comfirm site, Sep 16, 2026
- Founder
- “He is the CEO of Sound Planning Group, Inc (SPG) and founder of SPG Advisors LLC and Sound Tax Planning.”reportedmyspg.comthe sentence on the bio page
- Professional profile
- myspg.com/staff-member/david-m-stryzewski-nssareportedmyspg.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Spg Advisors LLC independent RIA currentsince Jul 27, 2016 · Kirkland, Wa
- Synergy Asset Management, LLC independent RIAAug 5, 2015 to Jul 5, 2016 · Kirkland, Wa
- Redhawk Wealth Advisors, Inc. independent RIAJul 2, 2014 to Nov 3, 2015 · Bellevue, Wa
- Synergy Asset Management, LLC to Spg Advisors LLCleft Jul 5, 2016, registered Jul 27, 2016 (22 days) · Other
- Redhawk Wealth Advisors, Inc. to Synergy Asset Management, LLCleft Nov 3, 2015, registered Aug 5, 2015 (-90 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address