Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-24 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2006 | 09/2025 |
| Bank Of America N.A. | New York | NY | 07/2006 | 09/2025 |
| Savvy Wealth Management Llc | New York | NY | 09/2025 | Present |
| Savvy | New York | NY | 09/2025 | Present |
Name of other business: Stevens Institute of Technology, Address: Hoboken, NJ, 07030, Investment Related: No, Position: Adjunct Professor, Duties: Adjunct Professor: Quantitative Hedge Fund Strategies, Employee Start Date:01/17/2022, Number of Hours: 1; Hours during securities trading hours:0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-23 |
Reach out to this advisor