Managing Director · PJS Investment Management
Scott M. Conger
CRD 5923489 · Named on Form ADV at one SEC-registered adviser
At a glance
PJS Investment Management, an SEC-registered wealth manager based in Cedarburg, WI with $852 million in regulatory assets, lists Scott M. Conger on its Form ADV as Managing Director, a control person.
Firms and roles
- PJS Investment ManagementManaging DirectorWealth manager · Cedarburg, WI · $852M in regulatory assets
AtlasMembers
Scott’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (7)
- Elizabeth N. SchmidtOwner, PJS Investment Management
- Patrick N. SommerfieldCco/president/owner, PJS Investment Management
- Kelly S. MertenSecretary, PJS Investment Management
- Julie A. SchmidtTreasurer/owner, PJS Investment Management
- Jason S. LaceyExecutive Vice President, PJS Investment Management
2 more people named with Scott on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.