Aaron Scott Gibbs

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 05/2017
  Lpl Financial Llc
  Glen Allen, VA
• 01/2014 → 06/2026
  Claris Financial, Llc
  Glen Allen, VA
• 05/2017 → 10/2022
  Triad Advisors, Inc.
  Norcross, GA
• 06/2026 → Present
  Savvy
  Midlothian, VA

Previous Registrations

• 2014-01-17 → 2026-06-29
  Claris Financial, Llc
  Glen Allen, VA
• 2012-02-01 → 2014-01-15
  Lpl Financial Llc
  Glen Allen, VA
  Midlothian, VA

Other Businesses

1)Gibbs Financial Services LLC; investment related;14361 Sommerville Ct. Ste 101,Midlothian,VA 23113;LLC for 1099 income; managing director;2018;1 hr/month;0 hrs during trading; administration 2) Palladian Asset Management, Investment Related, 14361 Sommerville Ct Suite 101, Midlothian VA 23113, serves as the DBA entity for work at Savvy, Wealth Manager, 06/30/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-01-31
• S63 Uniform Securities Agent State Law Examination
  2007-09-14