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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-09 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Basking Ridge | NJ | 07/2017 | 01/2023 |
| Unemployed | West Caldwell | NJ | 08/2016 | 07/2017 |
| Prudential Insurance Company Of America | Basking Ridge | NJ | 08/2017 | 01/2023 |
| Farther Finance Advisors | Denville | NJ | 01/2023 | 09/2024 |
| Savvy | New York | NY | 09/2024 | Present |
DPL Financial Partners. DPL Financial Partners offers accidental, health, life and variable annuities and term. Investment related. Insurance Agent. Start date: 10/1/2024. 3 hours per month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-02 |
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