Charles Christopher Stennett

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

• 11/2015 → 01/2018
  Tiaa
  Tampa, FL
• 11/2015 → 01/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Tampa, FL
• 02/2018 → 07/2025
  Saltmarsh Financial Advisors, Llc
  Pensacola, FL
• 08/2025 → Present
  Savvy
  Tampa, FL

Previous Registrations

• 2018-04-10 → 2025-07-09
  Saltmarsh Financial Advisors, Llc
  Tampa, FL
• 2016-01-12 → 2018-01-25
  Tiaa-Cref Individual & Institutional Services, Llc
  Tampa, FL
• 2013-04-04 → 2015-11-05
  Usaa Financial Planning Services
  Tampa, FL
  Annapolis, MD
  Bethesda, MD
  Bethesda, MD
• 2012-09-14 → 2013-02-22
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-08-08
• S63 Uniform Securities Agent State Law Examination
  2011-02-28

Other Names

• Charles C Steanett
• Charles C Stennett