Inactive

Paul Brooks Criscitiello

CRD 8092511

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-07-16

NY RA
APPROVED

Since 2025-07-16

Branch Locations

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

Organization	City	State	From	To
Savvy	New York	NY	04/2025	Present
Trillium Trading	New York	NY	09/2019	09/2023
Brown Brothers Harriman	New York	NY	09/2023	04/2025
New York University	New York	NY	04/2015	08/2019

04/2025 → Present

Savvy

New York, NY
09/2019 → 09/2023

Trillium Trading

New York, NY
09/2023 → 04/2025

Brown Brothers Harriman

New York, NY
04/2015 → 08/2019

New York University

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-07-16

S65 Uniform Investment Adviser Law Examination

2025-07-16

View on SEC IAPD

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