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Andrea Nolan

Savvy

New York, NY

Reno, NV

CRD 3126171

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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

AuthorityCategoryStatusDate
NV RA APPROVED 2025-12-02
TX RA APPROVED_RES 2024-12-24
  • NV RA
    APPROVED
    Since 2025-12-02
  • TX RA
    APPROVED_RES
    Since 2024-12-24

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

1 E. Liberty Ste 406, Reno, NV 89501 • 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
OrganizationCityStateFromTo
Concert Wealth Management Reno NV 09/2014 12/2016
Fieldstone Financial Reno NV 10/2016 02/2019
Fourstar Wealth Advisors, Llc Reno NV 02/2019 06/2023
Farther Finance Advisors Reno NV 06/2023 12/2024
Savvy Reno NV 12/2024 Present
  • 09/2014 → 12/2016
    Concert Wealth Management
    Reno, NV
  • 10/2016 → 02/2019
    Fieldstone Financial
    Reno, NV
  • 02/2019 → 06/2023
    Fourstar Wealth Advisors, Llc
    Reno, NV
  • 06/2023 → 12/2024
    Farther Finance Advisors
    Reno, NV
  • 12/2024 → Present
    Savvy
    Reno, NV
Previous Registrations
  • 2023-06-22 → 2024-12-17
    Farther
    San Francisco, CA
    Reno, NV
  • 2019-02-25 → 2023-07-11
    Fourstar Wealth Advisors, Llc
    Reno, NV
  • 2016-10-25 → 2019-03-01
    Fieldstone Financial Management Group, Llc
    Reno, NV
    Foxboro, MA
  • 2014-09-25 → 2016-12-31
    Concert Wealth Management
    Reno, NV
    San Jose, CA
  • 2009-03-26 → 2014-12-31
    Universal Value Advisors
    Reno, NV
  • 1999-02-04 → 2009-01-08
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Reno, NV
    Reno, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-28
S63 Uniform Securities Agent State Law Examination 1999-01-15
  • S66 Uniform Combined State Law Examination
    1999-01-28
  • S63 Uniform Securities Agent State Law Examination
    1999-01-15
Other Names
  • Andrea Knapp
  • Andrea Knapp Nolan

View on SEC IAPD

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