Dustin Scott Roberts

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

• 02/2012 → 03/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 03/2021
  Bbva Securities Inc.
  Turlock, CA
• 06/2012 → 03/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 09/2017 → 03/2021
  Bbva Wealth Solutions Inc.
  Turlock, CA
• 03/2021 → 03/2025
  U.S. Bank
  Turlock, CA
• 07/2021 → 03/2025
  U.S. Bancorp Investments, Inc.
  Turlock, CA
• 03/2025 → Present
  Savvy
  Turlock, CA

Previous Registrations

• 2021-08-05 → 2025-04-11
  U.S. Bancorp Investments, Inc.
  Lake Saint Louis, MO
  San Francisco, CA
  Sioux Falls, SD
  Sacramento, CA
  Spokane, WA
  Turlock, CA
• 2017-09-11 → 2021-04-07
  Pnc Managed Account Solutions, Inc.
  Turlock, CA

Other Businesses

Board Member of ACT Advancing Children of Turlock; Non-investment related; Start date: 10/01/2020; Approximately 3 hours per month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-31
• S63 Uniform Securities Agent State Law Examination
  2012-12-18