David Gao

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

• 06/2022 → 08/2023
  Campbell Wealth Management
  Alexandria, VA
• 04/2020 → 06/2022
  United Capital Management
  Salt Lake City, UT
• 04/2018 → 06/2022
  Merching Capital Management
  Salt Lake City, UT
• 01/2019 → 05/2019
  Industrypro
  Woodstock, GA
• 04/2016 → 07/2018
  Kneaders Bakery & Cafe
  Kaysville, UT
• 08/2018 → 01/2019
  Utah State University
  Logan, UT
• 01/2019 → 05/2022
  University Of Utah
  Salt Lake City, UT
• 05/2012 → 08/2018
  Student
  Kaysville, UT
• 01/2024 → Present
  Savvy
  New York, NY
• 08/2023 → 01/2024
  Unemployed
  Centreville, VA

Previous Registrations

• 2022-07-01 → 2023-10-05
  Campbell Wealth Management, Inc.
  Alexandria, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-01