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Michael Most

Savvy

New York, NY

Fort Lauderdale, FL

CRD 2565512

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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
FL RA APPROVED 2023-09-07
TX RA APPROVED_RES 2023-08-24
  • FL RA
    APPROVED
    Since 2023-09-07
  • TX RA
    APPROVED_RES
    Since 2023-08-24

Branch Locations

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

Fort Lauderdale, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Fort Lauderdale FL 11/2012 08/2023
Savvy Advisors New York NY 08/2023 Present
  • 11/2012 → 08/2023
    Fort Lauderdale, FL
  • 08/2023 → Present
    Savvy Advisors
    New York, NY
Previous Registrations
  • 2015-12-07 → 2023-09-22
    New York, NY
    San Diego, CA
    Fort Lauderdale, FL
    Fort Lauderdale, FL
    Islep Terrace, NY
    New York, NY
  • 2006-10-03 → 2007-10-11
    New York, NY
    Ridgewood, NJ
    Rye Brook, NY
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-16
S63 Uniform Securities Agent State Law Examination 1996-01-26
  • S65 Uniform Investment Adviser Law Examination
    2015-11-16
  • S63 Uniform Securities Agent State Law Examination
    1996-01-26
Other Names
  • Laila Sabahy
  • Amir A Mostafa
  • Amir M Most
  • Michael Most
  • Amir Most

View on SEC IAPD

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