Andrew William Bronson

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:

Current Employers

Savvy

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-09

TX RA
APPROVED

Since 2026-02-09

Branch Locations

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

200 Austin Hwy Suite 204, San Antonio, TX 78209 • 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

Organization	City	State	From	To
Mission To The World	Bangkok		09/2006	06/2017
Mission To The World	San Antonio	TX	07/2017	12/2017
Marcado Asset Management Llc	San Antonio	TX	04/2017	03/2026
Savvy	San Antonio	TX	01/2026	Present

09/2006 → 06/2017

Mission To The World

Bangkok
07/2017 → 12/2017

Mission To The World

San Antonio, TX
04/2017 → 03/2026

Marcado Asset Management Llc

San Antonio, TX
01/2026 → Present

Savvy

San Antonio, TX

Previous Registrations

2017-12-01 → 2026-03-31

Marcado Asset Management Llc

San Antonio, TX

Other Businesses

Marcado Asset Management LLC; investment related; serves as the DBA and pass through entity for Savvy Wealth clients; 01/05/2026; San Antonio, TX; Owner; 40/hr week; 40 hr/trading (same as role at Savvy - this is the DBA for this role); retirement plan consulting firm that helps organizations design, manage, and optimize retirement plans

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-11-08

S65 Uniform Investment Adviser Law Examination

2017-11-08

View on SEC IAPD