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Andrew William Bronson

Savvy

New York, NY

San Antonio, TX

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Current Employers
Savvy

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-08
  • S65 Uniform Investment Adviser Law Examination
    2017-11-08

View on SEC IAPD

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