Best Investors
Account
Sign in
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 | 2026-01-30 |
Branch Locations
Flower Mound, TX • United States
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 |
|---|---|---|---|---|
| Capfinancial Securities Llc | Raleigh | NC | 06/2018 | 08/2022 |
| Captrust | Raleigh | NC | 06/2018 | 08/2022 |
| Northern Trust | Chicago | IL | 07/2017 | 06/2018 |
| Elmhurst College | Elmhurst | IL | 08/2016 | 07/2017 |
| Soltis Investment Advisors Llc | Southlake | TX | 08/2022 | 06/2025 |
| One Advisory Partners, Llc | Overland Park | KS | 06/2025 | 01/2026 |
| Savvy | Flower Mound | TX | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-21 |
Reach out to this advisor