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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-05 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S. J. Cobb & Associates, Inc. | Mansfield | OH | 06/2011 | 10/2024 |
| Budros, Ruhlin & Roe | Columbus | OH | 01/2013 | 03/2023 |
| Corient | Columbus | OH | 11/2022 | 10/2024 |
| Corient Services Llc | Miami | FL | 07/2023 | 10/2024 |
| Cipw Service Company, Llc | Toronto | 01/2023 | 07/2023 | |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | 12/2025 |
| Cambridge Investment Research Inc, | Fairfield | IA | 10/2024 | 12/2025 |
| Cambridge Investment Research Inc, | Fairfield | IA | 06/2025 | 12/2025 |
| Savvy | Washington Court House | OH | 12/2025 | Present |
(1) Nationwide Land As Your Legacy. Not investment-related. 310 E Court St, Washington Court House OH 43160 United States. Facilitator - I help Nationwide's team gather data from agricultural families interested in succession planning. The Nationwide team then creates a plan for succession of their farm operation. Author/Educator/Podcast/Speaker. 4 hours per month, Securities trading hours: 4. I deliver presentations with agriculture groups on the topic of business succession planning. I also help gather data to provide to the Nationwide Land as Your Legacy team so they can produce a succession plan, if interested. I help shepherd the process and deliver the plan and connect them with relevant professionals to help them execute the plan. If appropriate, I also offer financial planning and investment advisory services. (2) SJ Cobb & Associates. Not investment-related. Washington Court House, OH. Electricity Supplier Sales. May 01, 2011. 1 hour per year. I started a sales job while in college to sell electricity aggregation contracts to businesses to reduce their electricity bills when the state of Ohio allowed for deregulation of utilities. I still have 2 business (not clients or affiliated with clients) that I have ongoing contracts with and I receive a small 1099 commission. I usually contact the business owners via email once every 1-3 years prior to contract expiration to see if they would like to renew.
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