Eugene Anderson Wozny

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2005 → 11/2018
  Edelman Financial Services, Llc.
  Fairfax, VA
• 04/2016 → 10/2018
  Ef Legacy Securities, Llc
  Henrico, VA
• 11/2018 → 02/2022
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 02/2022 → 11/2025
  Stratos Wealth Advisors, Llc
  Reston, VA
• 11/2025 → Present
  Savvy
  Reston, VA

Previous Registrations

• 2022-02-01 → 2025-11-17
  Stratos Wealth Advisors Llc
  Reston, VA
• 2018-11-01 → 2022-02-21
  Edelman Financial Engines
  Fairfax, VA
• 2005-06-15 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA
  Fairfax, VA
  Bethesda, MD
• 2000-05-26 → 2005-06-07
  Truist Investment Services, Inc.
  Fairfax, VA

Other Businesses

Wozny Capital Advisors, LLC. DBA - Investment Related. 3623 Rocky Meadow Ct., Fairfax, VA 22033. Investment advisory and financial planning. Financial Advisor. Start Date 2/1/2022. 160 hours/month, 130 hours/month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-02
• S63 Uniform Securities Agent State Law Examination
  1993-10-11

Other Names

• Gene Wozny
• Anderson Wozny