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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2024-12-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Fourstar Wealth Advisors, Llc | Chicago | IL | 05/2022 | 06/2023 |
| Universal Value Advisors | Reno | NV | 08/2021 | Present |
| Pinocchio'S Bar & Grill | Reno | NV | 09/2017 | 10/2023 |
| University Of Nevada | Reno | NV | 08/2017 | 05/2021 |
| Unemployed | Reno | NV | 05/2012 | 08/2017 |
| Farther Finance Advisors | Reno | NV | 06/2023 | 12/2024 |
| Savvy | Reno | NV | 12/2024 | Present |
Universal Value Advisors; Investment Related; 1 E Liberty Street, Reno, NV 89101; Investment firm; Financial Analyst; Start 08/2021; appx 160hrs/month; 80 of those hrs are securities trading hrs; duties: preparing trades, researching securities & econ sectors, keeping/preparing records.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-15 |
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