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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-08-15 |
Branch Locations
Westlake Village, CA • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | Beverly Hills | CA | 03/2015 | 01/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 01/2018 |
| Advantage Capital Advisors | Los Angeles | CA | 01/2018 | 08/2022 |
| Lending Place | Calabasas | CA | 02/2019 | 10/2021 |
| Self Employed Solicitor | Agoura Hills | CA | 11/2021 | 07/2022 |
| The Prudential Insurance Company Of America | Sherman Oaks | CA | 07/2022 | 07/2023 |
| Pruco Securities Llc | Sherman Oaks | CA | 07/2022 | 07/2023 |
| Valic Financial Advisors, Inc. | Woodland Hills | CA | 08/2023 | 08/2024 |
| Agia | Houston | TX | 08/2023 | 08/2024 |
| Savvy | Calabasas | CA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-11-27 |
| S66 | Uniform Combined State Law Examination | 2009-02-20 |
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