Lindsey Carolyn Lewis

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 03/2020
  Certified Track & Field Official Usatf
  Orem, UT
• 07/2019 → 10/2020
  The Vanguard Group, Inc.
  Charlotte, NC
• 07/2015 → 06/2019
  Soltis Investment Advisors, Llc
  Salt Lake City, UT
• 08/2016 → 08/2017
  Utah Valley University
  Orem, UT
• 05/2022 → 10/2022
  Ellevest
  Fort Mill, SC
• 11/2020 → Present
  The American College Of Financial Services
  King Of Prussia, PA
• 10/2025 → 04/2026
  Osaic Wealth, Inc
  Kirkland, WA
• 04/2026 → Present
  Savvy
  Orem, UT

Previous Registrations

• 2025-10-09 → 2026-05-05
  Osaic Wealth, Inc.
  Bellevue, WA
• 2022-06-06 → 2022-10-31
  Ellevest
  Fort Mill, SC
  New York, NY
• 2019-08-06 → 2020-11-05
  Vanguard Advisers, Inc.
  Charlotte, NC
• 2017-02-06 → 2019-06-13
  Soltis Investment Advisors, Llc
  Salt Lake City, UT
  St. George, UT

Other Businesses

1. THE AMERICAN COLLEGE OF FINANCIAL SERVICES POSITION: Managing Director NATURE: The American College of Financial Services is an educational provider for designation and degree programs for Financial Advisors INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 11/01/2020 ADDRESS: 630 Allendale Rd #400, King of Prussia PA 19406, United States DESCRIPTION: I am a faculty member here and teach CFP CE and coursework. I partner with the College and lead the Center for Women 2. CATALYST CREATIVE CONSULTING, LLC POSITION: member NATURE: Consulting Company built to contract to speak at conferences and events within financial services INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2025 ADDRESS: 3827 W 1330 N, Lehi UT 84043, United States DESCRIPTION: Speaking platform for CE session for Financial Advisors 3. Blue Barn Wealth, LLC, Investment Related, 370 W Center St, Orem, UT 84057, serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 04/3/2026, same hours as role at Savvy -this is the DBA for this role.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-09-10
• S65 Uniform Investment Adviser Law Examination
  2017-02-03

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Lindsey Carolyn Bryant
• Lindsey Bryant
• Lindsey Carolyn Lewis
• Lindsey Lewis