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Savvy CRD 318493
$5.00B regulatory AUM 265 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-12-05 |
| TX | RA | APPROVED_RES | 2024-12-04 |
Branch Locations
Laguna Beach, CA • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pontem General Tradin | Dubai | 03/2019 | 02/2020 | |
| Sobha | Dubai | 01/2017 | 02/2019 | |
| Depa | Dubai | 09/2013 | 12/2016 | |
| New York Life Insurance Co | Glendale | CA | 04/2020 | 06/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 06/2022 | Present |
| Bank Of America N.A. | Irvine | CA | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-16 |
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