Sammy Amr Azzouz

Current Employers

Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-03-16

MA RA
APPROVED

Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Financial Services, Inc.	Westwood	MA	04/2013	02/2026
Savant Wealth Management	Rockford	IL	02/2026	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-03-08

S66 Uniform Combined State Law Examination

2001-03-08

Designations

View on SEC IAPD

Current Employers

Savant Wealth Management

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews