Best Investors
Account
Sign in
Best Investors
Account
Sign in
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-06 |
Branch Locations
999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108 • United States
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 |
|---|---|---|---|---|
| Gregory J. Schwartz & Co., Inc. | Bloomfield Hills | MI | 05/2014 | 09/2016 |
| Resilient Financial Planning, Llc | Traverse City | MI | 10/2016 | 04/2024 |
| Moran Wealth Management, Llc | Traverse City | MI | 02/2024 | 09/2025 |
| Savvy | Naples | FL | 09/2025 | Present |
Corso Wealth Coaching LLC. Not investment-related. Naples, FL. Life coaching and financial coaching. Owner. 09/01/2025. 8-16 hours per month. During securities trading hours. Corso Wealth LLC, business marketing name for financial services; investment related; 03/01/2026; the DBA for employment at Savvy; Naples, FL, same hours as role at Savvy, this is the DBA For this role.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-04 |
Reach out to this advisor