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Jeffrey Scott Pavlik

PAVLIK CAPITAL MANAGEMENT LLC·OAKBROOK TERRACE, Illinois
SIE, Series 7TO, Series 65, Series 66Clean record4 years registeredPAVLIK CAPITAL MANAGEMENT LLC
1815 S. MEYERS, SUITE 250, OAKBROOK TERRACE, IL 60181CRD# 2115131Firm CRD# 285014

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Scott Pavlik · OAKBROOK TERRACE, IL
Registration
CRD #2115131 · PAVLIK CAPITAL MANAGEMENT LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

WILLIAM BLAIR & COMPANY L.L.C.
Mar 2022 – present
WILLIAM BLAIR
Feb 2022 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 65
Series 66
Registration record
First registered · February 4, 2022
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAVLIK CAPITAL MANAGEMENT LLC
CRD 285014 · SEC 802-120914
AUM
$26M
Regulatory assets under management
Services offered by PAVLIK CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at PAVLIK CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Jeffrey Scott Pavlik offer?
Jeffrey Scott Pavlik specializes in Investment Management, Retirement Planning. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.
What are Jeffrey Scott Pavlik's credentials?
Jeffrey Scott Pavlik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Scott Pavlik located?
Jeffrey Scott Pavlik is based in OAKBROOK TERRACE, Illinois, working with PAVLIK CAPITAL MANAGEMENT LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.
How does Jeffrey Scott Pavlik charge for services?
Jeffrey Scott Pavlik's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAVLIK CAPITAL MANAGEMENT LLC?
PAVLIK CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC, managing $26M in regulatory assets under management. See their Form ADV for full details.
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