Lee Eric Levy

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

• 04/2016 → 08/2019
  Morgan Stanley Smith Barney Llc
  Walnut Creek, CA
• 06/2016 → 08/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 08/2019 → 10/2021
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
• 10/2021 → 06/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2021 → 06/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2025 → Present
  Savvy
  Alamo, CA

Previous Registrations

• 2021-10-18 → 2025-07-10
  Cambridge Investment Research Advisors, Inc.
  Alamo, CA
• 2019-08-30 → 2021-10-28
  Wells Fargo Clearing Services, Llc
  Walnut Creek, CA
  Walnut Creek, CA
• 2016-06-02 → 2019-09-03
  Morgan Stanley
  Walnut Creek, CA
• 2009-03-10 → 2016-06-30
  Canid Asset Management
  Palo Alto, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-06-21
• S65 Uniform Investment Adviser Law Examination
  2008-12-11