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Savvi Financial LLC CRD 169196
$44.7M regulatory AUM 5,030 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-01-23 |
| CA | RA | APPROVED | 2024-01-23 |
| CO | RA | APPROVED | 2024-01-23 |
| DC | RA | APPROVED | 2024-01-23 |
| FL | RA | APPROVED | 2024-01-23 |
| HI | RA | APPROVED | 2024-01-23 |
| KY | RA | APPROVED | 2024-01-23 |
| MD | RA | APPROVED | 2024-01-23 |
| MI | RA | APPROVED | 2024-01-23 |
| MS | RA | APPROVED | 2024-01-23 |
| NV | RA | APPROVED | 2024-01-23 |
| ND | RA | APPROVED | 2024-01-23 |
| OK | RA | APPROVED | 2024-01-23 |
| OR | RA | APPROVED | 2024-01-23 |
| SC | RA | APPROVED | 2024-01-23 |
| VT | RA | APPROVED | 2024-01-23 |
| WI | RA | APPROVED | 2024-01-23 |
| NY | RA | APPROVED | 2021-12-08 |
| SD | RA | APPROVED | 2021-03-05 |
| NM | RA | APPROVED | 2021-02-23 |
| RI | RA | APPROVED | 2021-02-23 |
| WY | RA | APPROVED | 2021-02-23 |
| IN | RA | APPROVED | 2020-12-14 |
| MN | RA | APPROVED | 2020-12-14 |
| UT | RA | APPROVED | 2020-12-14 |
| MT | RA | APPROVED | 2020-09-28 |
| DE | RA | APPROVED | 2020-05-14 |
| GA | RA | APPROVED | 2020-05-07 |
| ME | RA | APPROVED | 2019-12-05 |
| WV | RA | APPROVED | 2019-11-27 |
| AK | RA | APPROVED | 2019-11-14 |
| ID | RA | APPROVED | 2019-11-05 |
| IA | RA | APPROVED | 2019-10-01 |
| KS | RA | APPROVED | 2019-08-28 |
| AZ | RA | APPROVED | 2019-08-26 |
| NE | RA | APPROVED | 2019-08-21 |
| NJ | RA | APPROVED | 2019-07-30 |
| AL | RA | APPROVED | 2019-07-02 |
| CT | RA | APPROVED | 2019-07-02 |
| PA | RA | APPROVED | 2019-06-13 |
| OH | RA | APPROVED | 2019-06-05 |
| VA | RA | APPROVED | 2019-06-05 |
| WA | RA | APPROVED | 2019-06-05 |
| NH | RA | APPROVED | 2019-01-17 |
| LA | RA | APPROVED | 2018-12-12 |
| TX | RA | APPROVED_RES | 2018-12-12 |
| IL | RA | APPROVED | 2018-10-23 |
| MO | RA | APPROVED | 2018-09-19 |
| NC | RA | APPROVED | 2018-09-18 |
| MA | RA | APPROVED | 2013-11-12 |
Branch Locations
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alpha Dynamics Llc | Waltham | MA | 07/2011 | 12/2019 |
| Savvi Financial Llc | Waltham | MA | 09/2013 | Present |
| Self-Employed Insurance Agent | Marblehead | MA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-09 |
| S66 | Uniform Combined State Law Examination | 2007-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-17 |
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