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Savvy CRD 318493
$5.00B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-24 |
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 |
|---|---|---|---|---|
| Saybrus Partners | Hartford | CT | 06/2013 | 03/2019 |
| Saybrus Equity Services, Inc. | Del Mar | CA | 06/2013 | 03/2019 |
| Financial Sense Securities, Inc. | San Diego | CA | 05/2019 | 01/2024 |
| Financial Sense Advisors, Inc | San Diego | CA | 05/2019 | 01/2024 |
| Financial Sense Wealth Management | Hartford | CT | 05/2019 | 01/2024 |
| Savvy | Del Mar | CA | 01/2024 | Present |
FINANCIAL PLANNING ASSOCIATION OF SAN DIEGO- NOT INVESTMENT RELATED - PO Box 880936 San Diego, CA 92168 - BOARD MEMBER, SPONSOR CHAIR - STARTED 01/01/2024 FOR CURRENT POSITION. PRIOR COMMITTEE MEMBER SHINCE 01/2023- APPROXIMATELY 2-4 HOURS PER MONTH. TIME MAY BE DURING SECURITIES TRADING HOURS. WORKING WITH ASSOCIATED INDUSTRY CORPORATE SPONSORS TO HELP FUND ASSOCIATION ANNUAL EXPENSES AND MEETING COSTS. AARON WIEGMAN - NOT INVESTMENT RELATED - 424 STRATFORD CT. DEL MAR, CA 92014 - SERVICING CURRENT CLIENTS AND PROVIDING FIXED INSURANCE PRODUCTS - INSURANCE AGENT - STARTED 03/2002 - APPROXIMATELY LESS THAN 5 HOURS PER MONTH. TIME MAY BE DURING SECURITIES TRADING HOURS - INSURANCE SERVICES FOR LIFE INSURANCE, DISABILITY INSURANCE, LTC POLICIES AND SOME FIXED/INDEXED ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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