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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-06-11
  • PA RA
    APPROVED
    Since 2024-06-11

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

3655 Route 202 Suite 140, Doylestown, PA 18902 • 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
Savant Wealth Management Doylestown PA 01/2024 05/2025
Analysis Prime Philadelphia PA 06/2022 01/2024
Bny Mellon Wilmington DE 07/2016 06/2022
Savant Wealth Management Doylestown PA 06/2025 Present
Other Businesses

Real Estate Agent License at Compass Not investment related January 2022 5 hours a week, zero during trading hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11
Designations
Other Names
  • Andy Burian

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Rockford, IL

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