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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2023-12-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Arvest Bank | North Little Rock | AR | 03/2011 | 01/2017 |
| Arvest Wealth Management | Sherwood | AR | 01/2017 | 12/2021 |
| Arvest Wealth Management | Cabot | AR | 12/2021 | 12/2023 |
| Savvy | New York | NY | 12/2023 | Present |
| Kingswood Capital Partners | Cabot | AR | 01/2024 | Present |
Blind Tiger Chandlery, LLC; 11 Glendale Cv, Cabot, AR 72023; started 6/2021; not investment-related; I am the owner of this LLC, manufacturing and selling bespoke home fragrance products; I devote 5 hours/month to this business, 0 hours/month during trading hours. Small business Owner/Operator, production, marketing and sales of goods at pop up events and to wholesale accounts. Savvy Advisors,Is Investment Related,"11 Glendale Cv, , Cabot, AR, 72023, United States",Financial Advisor,Principal Wealth Manager,1/1/2024,128 hours per month,0 hours per month during trading hours,Fee Based Compensation,Wealth Manager/Financial Planner for private wealth clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-27 |
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