Cynthia Diane Alvarez

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

• 10/2012 → 11/2024
  Wambolt & Associates Llc
  Littleton, CO
• 06/2016 → 12/2019
  Centric Investment Group Inc
  Littleton, CO
• 01/2015 → 12/2016
  Metis Wealth Management, Llc
  Littleton, CO
• 11/2024 → Present
  Savvy
  Evergreen, CO

Previous Registrations

• 2013-04-23 → 2024-11-20
  Wambolt & Associates, Llc
  Littleton, CO
• 2016-06-21 → 2019-12-18
  Centric Investment Group Inc
  Littleton, CO
• 2016-08-26 → 2016-12-14
  Metis Wealth Management, Llc
  Littleton, CO
• 2014-06-04 → 2015-04-02
  Metis, L.L.C.
  Littleton, CO

Other Businesses

Board Member of the Evergreen Area Chamber of Commerce. Non-investment related. 12 hours per month. Start date January 1, 2024.

Exams

• S66 Uniform Combined State Law Examination
  2012-08-17

Other Names

• Cynthia Diane Daniels
• Cynthia Diane Sanders