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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 | 2025-10-20 |
Branch Locations
Cedar Park, TX • 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 |
|---|---|---|---|---|
| Branch Banking And Trust Company | Austin | TX | 08/2012 | 05/2019 |
| Steven Miura | Austin | TX | 06/2019 | 10/2025 |
| Northwestern Mutual Investment Services Llc | Austin | TX | 06/2019 | 10/2025 |
| Steven Miura | Austin | TX | 05/2019 | 06/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2019 | 10/2025 |
| Savvy | Cedar Park | TX | 10/2025 | Present |
(1.) People's Community Clinic. Not investment-related. Austin, TX. Health Services Non-Profit. Vice President of the Foundation Board. 08/01/2022. Hours Per Month: 1, Hours During Securities Trading Hours: 0. Vice President - Attend Board Meetings (2.) Lindsey Kane Ministries, Inc. Not investment-related. Austin, TX. 501c3 non-profit organization. Owner/Founder. 12/31/2003. 0-5 hours per month. 0 during securities trading hours. This is a non-profit I founded 20 years ago when I was in the music industry. I went into full-time ministry right after I graduated from college and toured the country and parts of the world leading worship, speaking, performing as a singer/songwriter. January 2024 I wrote and released a book titled "Not Another Self-Help Book" through the nonprofit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
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