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Dario Fusato

Savvly Advisor

Boulder, CO

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Current Employers
Savvly Advisor

1035 Pearl Street Suite 322, Boulder, CO 80302 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-07-10
  • CO RA
    APPROVED
    Since 2024-07-10

Branch Locations

1035 Pearl Street Suite 322, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aon Chicago IL 06/2009 10/2023
Arthiur J. Gallagher & Co. Chicago IL 11/2013 07/2019
Savvly Boulder CO 01/2022 Present
Risk Agencies Chicago IL 08/2019 Present
Savvly Advisor, Llc Boulder CO 07/2024 Present
  • 06/2009 → 10/2023
    Aon
    Chicago, IL
  • 11/2013 → 07/2019
    Arthiur J. Gallagher & Co.
    Chicago, IL
  • 01/2022 → Present
    Savvly
    Boulder, CO
  • 08/2019 → Present
    Risk Agencies
    Chicago, IL
  • 07/2024 → Present
    Savvly Advisor, Llc
    Boulder, CO
Other Businesses

Dario Fusato has an Insurance Agency (Life and P/C) . Dario Fusato acts as a sponsor, general partner, or managing member of private funds

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-02-21
S65 Uniform Investment Adviser Law Examination 2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2025-02-21
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05

View on SEC IAPD

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ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

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