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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| VA | RA | APPROVED | 2025-10-16 |
Branch Locations
Centreville, VA • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
1818 Library St Suite 500, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Vienna | VA | 12/2014 | 08/2021 |
| Mml Investors Services | Vienna | VA | 02/2015 | 08/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2021 | 10/2025 |
| Horizon Advisory Group | Reston | VA | 08/2021 | Present |
| Savvy | Centreville | VA | 10/2025 | Present |
1. Fixed insurance sales. Investment-related. 01/01/2014. Financial Planner. 3-5 hours/month. 20% of time spent during business hours. I help clients get insurance policies as needed. 2. Dog sitter. Not investment-related. Centreville, VA. 12/01/2022. 3-5 days per month. Approximately 1% time spent during business hours. Have dogs stay at my house while their owners are out of town. 3. Equality Chamber of Commerce DC. Not investment-related. Networking/business development. Board Member; Co-Chair of Events Committee. 01/01/2025. 5-7 hours/month. 0 during securities trading hours. I volunteer on the board for the Equality Chamber and help coordinate their monthly networking events. I do it to build relationships and generate business for my financial planning practice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-10 |
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