Best Investors Account Sign in
Inactive

Adam Johnson

Savvy

New York, NY

College Grove, TN

CRD 5028457

Claim This Profile
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
TN RA APPROVED 2026-02-02
  • TN RA
    APPROVED
    Since 2026-02-02

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

College Grove, TN • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Country Insurance Affiliates Grayslake IL 06/2006 02/2023
Country Capital Management Co Grayslake IL 06/2006 02/2023
Country Trust Bank Grayslake IL 01/2023 02/2023
Commonwealth Financial Network Waltham MA 02/2023 06/2025
Savvy College Grove TN 06/2025 Present
  • 06/2006 → 02/2023
    Country Insurance Affiliates
    Grayslake, IL
  • 06/2006 → 02/2023
    Country Capital Management Co
    Grayslake, IL
  • 01/2023 → 02/2023
    Country Trust Bank
    Grayslake, IL
  • 02/2023 → 06/2025
    Waltham, MA
  • 06/2025 → Present
    College Grove, TN
Previous Registrations
Other Businesses

1)Founder of Revive Risk Management, LLC; Home, auto and commercial insurance sales; Investment-related; Start date: 5/01/2022; Approximately 12 hours per month; personal residential address. 2)Co-trustee/Owner of Dills Donuts Inc.; Coffee/donut sales; Non-investment related; Start date: 1/01/2024; Approximately 12 hours per month; no address provided. 3) Revive Wealth; investment related; College Grove, TN; serves as DBA entity for work at Savvy Advisors, Owner, 05/2026, 40 hours/week (during trading, same hours as role at Savvy - this is the DBA for this role)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-14
S63 Uniform Securities Agent State Law Examination 2008-10-30
  • S65 Uniform Investment Adviser Law Examination
    2023-01-14
  • S63 Uniform Securities Agent State Law Examination
    2008-10-30

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor