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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-02 |
| TX | RA | APPROVED | 2024-02-02 |
Branch Locations
Los Angeles, CA • 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 04/2015 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2017 | 04/2019 |
| Bank Of America, N.A. | New York | NY | 11/2017 | 04/2019 |
| Hardy Capital Investments, Llc | Los Angeles | CA | 04/2019 | 12/2024 |
| Unemployed | Los Angeles | CA | 06/2017 | 09/2017 |
| Savvy | Los Angeles | CA | 01/2024 | Present |
1. Independent Agent; Highland Capital Brokerage; Investment Related: Yes; Location: 1608 Village Market Blvd. SE, #200 Leesburg, VA 20175; Description of the business: Life Insurance brokerage; Responsibilities Duties: Find the right life insurance/LTC/annuity products for clients across all carriers; Start date with business: 2020-03-01; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 10; 2. Nice Brew Co., LLC; Not Investment Related; 6065 Pickford PL, Apt #05, Los Angeles, CA 90035;Coffee and Kombucha Service; Co-Founder; start date: 08/01/2023; hours a month dedicated to the business: 20 hours a month; no hours during trading hours; Marketing and business strategy duties associated with the business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-30 |
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