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Joshua Nathan Bergman

Savvy

Bellmore, NY

New York, NY

CRD 7115645

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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
NY RA APPROVED 2025-04-04
  • NY RA
    APPROVED
    Since 2025-04-04

Branch Locations

Bellmore, NY • United States

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Curtis, Mallet-Prevost, Colt & Mosle Llp New York NY 03/2016 04/2019
Allen & Company New York NY 04/2019 03/2025
Savvy Mamaroneck NY 03/2025 Present
  • 03/2016 → 04/2019
    Curtis, Mallet-Prevost, Colt & Mosle Llp
    New York, NY
  • 04/2019 → 03/2025
    Allen & Company
    New York, NY
  • 03/2025 → Present
    Savvy
    Mamaroneck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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