Daniel Michael Savas

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2004 → Present
  Raymond James Financial Services, Inc
  South Barrington, IL
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  South Barrington, IL

Previous Registrations

• 2003-01-03 → 2004-10-28
  Guidant Wealth Advisors
  Schaumburg, IL

Other Businesses

(1) Name of Business: Savas Financial, Inc. Address: 33 W Higgins Rd Ste 2050, South Barrington, IL, 60010, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/31/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support company for FA production (2) Name of Business: Savas Sweet Spoonfuls LLC Address: 570 Water's Edge Drive, Unit D, Crystal Lake, IL, 60014, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of LLC with 50% ownership. LLC was established on 2/5/24, however the LLC has not yet conducted any business (no assets/liabilities nor any income). LLC entered into a franchise agreement with Menchie's Frozen Yogurt as a licensed operator. The franchise business will be operated by my spouse, Sieglinde Savas, and I will have not have any day-to-day involvement.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-31
• S63 Uniform Securities Agent State Law Examination
  2001-08-30

Designations

• Certified Financial Planner