Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 08/2020 | 06/2026 |
| Unemployed | Skokie | IL | 04/2019 | 08/2020 |
| Nasdaq, Inc./Thomson Reuters | Chicago | IL | 11/2000 | 04/2019 |
| Bank Of America, N.A. | Chicago | IL | 11/2020 | 06/2026 |
| Savvy | Glenview | IL | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
Reach out to this advisor