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Rui Guo Ma

Savvy Asset Management LLC

New York, NY

CRD 2550555

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Employer firm

Savvy Asset Management LLC CRD 321018

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Savvy Asset Management Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-11
  • NJ RA
    APPROVED
    Since 2023-05-11

Branch Locations

New York, NY • 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
OrganizationCityStateFromTo
Eddid Securities Usa Inc. New York NY 07/2019 02/2020
Fx Direct Dealer New York NY 12/2006 02/2018
Homemaking Upper Saddle River NJ 03/2018 07/2019
Savvy Asset Management Llc Upper Saddle River NJ 04/2023 Present
Tradeview Markets New York NY 03/2020 Present
  • 07/2019 → 02/2020
    Eddid Securities Usa Inc.
    New York, NY
  • 12/2006 → 02/2018
    Fx Direct Dealer
    New York, NY
  • 03/2018 → 07/2019
    Homemaking
    Upper Saddle River, NJ
  • 04/2023 → Present
    Savvy Asset Management Llc
    Upper Saddle River, NJ
  • 03/2020 → Present
    Tradeview Markets
    New York, NY
Other Businesses

Sales Manager with Tradeview Markets, and a real estate investor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-30
S63 Uniform Securities Agent State Law Examination 1994-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-03-30
  • S63 Uniform Securities Agent State Law Examination
    1994-12-22
Other Names
  • Jason Ma
  • Rui Guo Ma
  • Ruiguo Ma

View on SEC IAPD

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