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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst18 years in industry

Louis Green

Advisor at SAVVY

Brooklyn, NY | NEW YORK, NY

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Search this name across graphsid dfx:ria:04806b64-8c2e-4698-9624-9cc04b623809

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 15, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SAVVY
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: Sep 12, 2008
First registration: Sep 15, 2008
Dual registered: no
Other names: LOUIS GREEN
IAPD individual key: 2790531

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Savvy	Independent wealth	Apr 24, 2024	n/a	yes	NEW YORK, NY\|Brooklyn, NY	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 9, 2020	Apr 29, 2024	no	NEW YORK, NY\|NEW YORK, NY	Previous registration
ALLEGIANT WEALTH PLANNING LLC	n/a	Apr 23, 2020	Oct 31, 2020	no	BROOKLYN, NY	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Sep 15, 2008	Jul 10, 2015	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	Savvy	Apr 29, 2024	Apr 24, 2024	-5	Firm change	Wirehouse to RIA
ALLEGIANT WEALTH PLANNING LLC	UBS FINANCIAL SERVICES INC.	Oct 31, 2020	Dec 9, 2020	39	Firm change	Other
DEUTSCHE BANK SECURITIES INC.	ALLEGIANT WEALTH PLANNING LLC	Jul 10, 2015	Apr 23, 2020	1,749	Firm change after gap	Other

Relationships

Registered with (4)

→ SAVVYRegistered adviserregistration: current employment
Apr 24, 2024 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 9, 2020 to Apr 29, 2024factForm ADV
→ ALLEGIANT WEALTH PLANNING LLCRegistered adviserregistration: previous registration
Apr 23, 2020 to Oct 31, 2020factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Sep 15, 2008 to Jul 10, 2015factForm ADV

Dated events

Occurred
Apr 29, 2024
Advisor changed firm
Louis Green left Ubs Financial Services Inc. for Savvy (registered 2024-04-24)
Form ADVobserved 6 days ago