Keegan Morrison Hardy

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
TX	RA	APPROVED	2025-08-04

TX RA
APPROVED

Since 2025-08-04

Branch Locations

Austin, TX • 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

Organization	City	State	From	To
Savvy	Austin	TX	06/2025	Present
Dell Technologies	Round Rock	TX	05/2023	08/2023
Dell Technologies	Round Rock	TX	05/2024	08/2024
Southwestern University	Georgetown	TX	08/2021	05/2025
Bowie Highschool	Austin	TX	08/2017	05/2021
Clayton Elementary	Austin	TX	01/2015	05/2017

06/2025 → Present

Savvy

Austin, TX
05/2023 → 08/2023

Dell Technologies

Round Rock, TX
05/2024 → 08/2024

Dell Technologies

Round Rock, TX
08/2021 → 05/2025

Southwestern University

Georgetown, TX
08/2017 → 05/2021

Bowie Highschool

Austin, TX
01/2015 → 05/2017

Clayton Elementary

Austin, TX

Other Businesses

Southwestern Board of Trustees. Not investment related. 1001 E University Ave, Georgetown, TX 78626. Board Member. Start date: July 1st, 2025, 2 hours every quarter. Not during securities trading hours. I make decisions for the University

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-02

S65 Uniform Investment Adviser Law Examination

2025-08-02

View on SEC IAPD