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Inactive

Zachary J Smith

Savvy

New York, NY

Shelby Township, MI

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Current Employers
Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-03-03
  • MI RA
    APPROVED
    Since 2026-03-03

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Shelby Township, MI • 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
Conti Corporation Sterling Heights MI 03/2015 09/2019
Thepartners Wealth Management Carmel By The Sea CA 03/2025 02/2026
Trivelloni Asset Management Mount Clemens MI 01/2017 03/2025
Savvy Shelby Township MI 02/2026 Present
  • 03/2015 → 09/2019
    Conti Corporation
    Sterling Heights, MI
  • 03/2025 → 02/2026
    Thepartners Wealth Management
    Carmel By The Sea, CA
  • 01/2017 → 03/2025
    Trivelloni Asset Management
    Mount Clemens, MI
  • 02/2026 → Present
    Savvy
    Shelby Township, MI
Previous Registrations
  • 2025-03-04 → 2026-02-11
    Thepartners Wealth Management
    Shelby, MI
    Carmel By The Sea, CA
  • 2017-01-03 → 2025-12-31
    Trivelloni Asset Management
    Mount Clemens, MI
Other Businesses

Divine Safety, LLC; Non-investment related; 2435 Regency Hills Dr., Shelby, MI 48316; Safety Consulting; Owner/President; November 2019; 20 hr/month; 0hrs; Audit construction projects to ensure OSHA compliance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-15
  • S65 Uniform Investment Adviser Law Examination
    2016-10-15

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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