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Jesus Alberto Pinedo

Savvy

New York, NY

Saint Petersburg, FL

CRD 4125249

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Savvy

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-22
TX RA APPROVED_RES 2024-05-13
  • FL RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED_RES
    Since 2024-05-13

Branch Locations

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

136 4Th St N., Saint Petersburg, FL 33701 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marketwise Private Asset Management Llc Lithia FL 07/2012 09/2024
Geos Exploration Consulting Llc Lithia FL 07/2014 04/2024
Savvy Saint Petersburg FL 05/2024 Present
  • 07/2012 → 09/2024
    Marketwise Private Asset Management Llc
    Lithia, FL
  • 07/2014 → 04/2024
    Geos Exploration Consulting Llc
    Lithia, FL
  • 05/2024 → Present
    Saint Petersburg, FL
Previous Registrations
  • 2012-11-09 → 2024-08-16
    Marketwise Asset Management
    St. Petersburg, FL
Other Businesses

JESUS ALBERTO PINEDO IS THE CO- OWNER OF RENDER BUSINESS SOLUTIONS LLC (RBS), A NON-INVESTMENT RELATED BUSINESS CONSULTING AND TRANSLATION SERVICES FIRM. HE ADDRESS IS 6561 DEVESTA LOOP, PALMETTO, FL 34221. CURRENTLY THERE ARE NO ACTIVITIES PENDING OR OUTSTANDING. I MAY SPEND UP TO ONE HOUR A MONTH ON THIS BUSINESS, MOSTLY ON WEEKENDS. ADVICE ON COMPANY SETUPS AND BOOKKEEPING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-17
  • S65 Uniform Investment Adviser Law Examination
    2012-09-17
Other Names
  • Albert Pinedo

View on SEC IAPD

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