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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2025-04-08 |
Branch Locations
Louisville, KY • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Louisville | KY | 12/2011 | 11/2020 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2020 | 02/2021 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 11/2020 | 03/2025 |
| Truist Investment Services | Louisville | KY | 02/2021 | 03/2025 |
| Savvy | Louisville | KY | 03/2025 | Present |
(1) Miletti Global Services. Not investment-related. Louisville, KY. Nature: I am interested in purchasing property. Specifically, land which may be developed in the future and potentially rented out. For now, I am using the business as the holding company for properties I am looking to purchase. This business will be established in the country of Panama. Owner. Start date: 02/01/2025. Not during securities trading hours. Description: Buy land, potentially build a house in the future and maybe collect rental income in the future. (2) Renew Panama. Not investment-related. Louisville, KY. Nature: I am interested in purchasing property. Specifically, land which may be developed in the future and potentially rented out. For now, I am using the business as the holding company for properties I am looking to purchase. This business will be established in the country of Panama. Owner. Start date: 03/01/2024. Not during securities trading hours. Description: Buy land, potentially build a house in the future and maybe collect rental income in the future. (3) Miletti Wealth Management. Investment-related. used as a marketing name for advisory services and offering insurance; CEO and Founder; Start date: 03/19/2025; 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-02 |
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