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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-31 |
Branch Locations
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Garner, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2009 | 07/2026 |
| First Command Financial Services, Inc. | Fort Worth | TX | 09/2009 | 07/2026 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 07/2026 |
| Savvy | Garner | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-30 |
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