Sammy Amr Azzouz

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 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

• 04/2013 → 02/2026
  Heritage Financial Services, Inc.
  Westwood, MA
• 02/2026 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2013-04-29 → 2026-03-19
  Heritage Financial Services
  Westwood, MA
• 2005-11-16 → 2013-03-28
  Manning & Napier Advisors, Llc
  Fairport, NY
• 2004-01-29 → 2005-11-14
  B&D Advisors
  Worcester, MA
• 2003-06-18 → 2005-09-02
  Cantella & Co., Inc.
  Worcester, MA

Other Businesses

OWNER OF A RENTAL PROPERTY: OCTOBER 2012 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS). Published author and personal finance blogger.

Exams

• S66 Uniform Combined State Law Examination
  2001-03-08

Designations

• Certified Financial Planner