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Steven Scott Meier

Savvy

Carmel, IN

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
IN RA APPROVED 2025-11-07
  • IN RA
    APPROVED
    Since 2025-11-07

Branch Locations

580 E Carmel Dr. Suite 208, Carmel, IN 46032 • 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
Metlife Securities Inc. Indianapolis IN 01/2015 03/2017
Mml Investors Services, Llc Indianapolis IN 03/2017 09/2017
Mass Mutual Life Insurance Company Indianapolis IN 07/2016 09/2017
Commonwealth Financial Network Waltham MA 09/2017 11/2025
Savvy Carmel IN 11/2025 Present
Previous Registrations
Other Businesses

1. Fixed Insurance Sales. Investment-related. Carmel, IN. Advisor. 05/18/2017. 5% of time spent during business hours. 2. Mosaic Advisory Services, LLC. Investment-related. Carmel, IN. A personal private entity established to facilitate securities, advisory, and insurance business. President. 04/04/2018. Approximately 1% time spent during securities trading hours per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-05-04
  • S66 Uniform Combined State Law Examination
    2000-05-04

View on SEC IAPD

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