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Jeffrey Scott Peller

Savvy

Alpharetta, GA

New York, NY

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-01-22
  • GA RA
    APPROVED
    Since 2025-01-22

Branch Locations

Alpharetta, GA • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
OrganizationCityStateFromTo
Cherry Bekaert Llp Atlanta GA 11/2021 08/2022
Cherry Bekaert Wealth Management Llc Atlanta GA 11/2021 08/2022
4Real Growth Partners, Llc Alpharetta GA 10/2020 Present
Savvy Alpharetta GA 12/2024 Present
Signaturefd, Llc Atlanta GA 01/2000 08/2020
Altera Private Access, Llc Alpharetta GA 12/2024 Present
  • 11/2021 → 08/2022
    Cherry Bekaert Llp
    Atlanta, GA
  • 11/2021 → 08/2022
    Cherry Bekaert Wealth Management Llc
    Atlanta, GA
  • 10/2020 → Present
    4Real Growth Partners, Llc
    Alpharetta, GA
  • 12/2024 → Present
    Alpharetta, GA
  • 01/2000 → 08/2020
    Atlanta, GA
  • 12/2024 → Present
    Altera Private Access, Llc
    Alpharetta, GA
Previous Registrations
  • 2022-01-04 → 2022-08-01
    Cherry Bekaert Wealth Management Llc
    Atlanta, GA
  • 2003-04-08 → 2020-08-12
    Atlanta, GA
    Atlanta, GA
Other Businesses

Owner- 4Real Growth Partners, LLC: Alpharetta, GA; Start date 10/5/20; Non-financial writing and content creation; Approximately 5 hours per week; Non-investment related

Designations
Other Names
  • Jeffrey S. Peller

View on SEC IAPD

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