Daryl Roy Dagit

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 07/2020
  Savant Capital Management
  Rockford, IL
• 07/2020 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2009-06-01 → 2010-07-15
  Morgan Stanley
  Peoria, IL
• 2007-06-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Peoria, IL

Exams

• S66 Uniform Combined State Law Examination
  2007-06-19
• S63 Uniform Securities Agent State Law Examination
  1986-08-28

Designations

• Certified Financial Planner