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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 | 2025-10-07 |
| TX | RA | APPROVED_RES | 2024-06-10 |
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 |
|---|---|---|---|---|
| Lincoln Financial Distributors, Inc. | Radnor | PA | 08/2014 | 06/2018 |
| Lido Advisors, Llc | Los Angeles | CA | 06/2018 | 06/2024 |
| Savvy | Los Angeles | CA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-30 |
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