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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2024-07-24 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
100 Fillmore St Suite 500, Denver, CO 80206 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Denver | CO | 01/2010 | 07/2024 |
| Charles Schwab Bank Ssb | Denver | CO | 10/2012 | 07/2024 |
| Savvy | Denver | CO | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-25 |
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