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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-06 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2012 | 02/2017 |
| Conover Capital Management, Llc | Bellevue | WA | 02/2017 | 04/2022 |
| Conover Securities Corporation | Bellevue | WA | 02/2017 | 04/2022 |
| Global Retirement Partners, Llc | San Rafael | CA | 07/2021 | 01/2023 |
| Lpl Financial Llc | Vancouver | WA | 04/2022 | 01/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2023 | 05/2025 |
| Columbia Credit Union | Vancouver | WA | 01/2023 | Present |
| Lpl Financial Llc | Vancouver | WA | 05/2025 | 10/2025 |
| Savvy | Vancouver | WA | 11/2025 | Present |
Inter Faith Treasure House. Not investment-related. Washougal, WA. Food Bank and Thrift Store Non-Profit. Board Member. 09/01/2024. 2 hours per month. General Board Member - Assist with operations of the organization, some fundraising, and general support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-11 |
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