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Inactive

Stephen Lyoung Ong

Savvy

New York, NY

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Current Employers
Savvy

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-05-20
  • NY RA
    APPROVED
    Since 2026-05-20

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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
Savvy New York NY 05/2026 Present
Ballentine Partners Llc Waltham MA 06/2023 08/2023
Ballentine Partners Llc Waltham MA 08/2023 12/2025
Fidelity Investments Boston MA 06/2022 08/2022
Beach Point Capital Management Santa Monica CA 06/2021 08/2021
Market Basket Lynn MA 10/2018 08/2019
Five Below, Inc Saugus MA 11/2016 11/2017
Lynn Classical High School Lynn MA 09/2015 06/2019
Tufts University Medford MA 09/2019 05/2023
Ballentine Partners, Llc Waltham MA 01/2026 04/2026
  • 05/2026 → Present
    Savvy
    New York, NY
  • 06/2023 → 08/2023
    Ballentine Partners Llc
    Waltham, MA
  • 08/2023 → 12/2025
    Ballentine Partners Llc
    Waltham, MA
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 06/2021 → 08/2021
    Beach Point Capital Management
    Santa Monica, CA
  • 10/2018 → 08/2019
    Market Basket
    Lynn, MA
  • 11/2016 → 11/2017
    Five Below, Inc
    Saugus, MA
  • 09/2015 → 06/2019
    Lynn Classical High School
    Lynn, MA
  • 09/2019 → 05/2023
    Tufts University
    Medford, MA
  • 01/2026 → 04/2026
    Ballentine Partners, Llc
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-02
  • S65 Uniform Investment Adviser Law Examination
    2023-11-02

View on SEC IAPD

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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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