Kevin Douglas Beutel

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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-08-29
TX	RA	APPROVED	2025-08-29

NY RA
APPROVED

Since 2025-08-29
TX RA
APPROVED

Since 2025-08-29

Branch Locations

Albany, NY • 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

Organization	City	State	From	To
Federal Prep Advisors, Inc.	Bohemia	NY	08/2016	08/2025
Federal Prep	Bohemia	NY	04/2014	08/2025
Savvy	Albany	NY	08/2025	Present

08/2016 → 08/2025

Federal Prep Advisors, Inc.

Bohemia, NY
04/2014 → 08/2025

Federal Prep

Bohemia, NY
08/2025 → Present

Savvy

Albany, NY

Previous Registrations

2021-07-24 → 2025-09-11

Federal Prep

Bohemia, NY
2012-09-05 → 2013-09-30

Nestwise Llc

Margaretville, NY

Boston, MA

Other Businesses

Insurance agent; offering fixed and indexed annuity products; Start date: August 18, 2025; Investment-related; Approximately 1 hour per week; Address: 200 Trillium Lane, Albany, NY 12203.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-30

S65 Uniform Investment Adviser Law Examination

2016-08-30

Other Names

Kevin D Beutel

View on SEC IAPD