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RIA / WealthAdvisor34 years in industry

ERIC SCOTT PASSIN

Advisor at SAVVY

Whippany, NJ | NEW YORK, NY

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Search this name across graphsid dfx:ria:0bb7a167-26c1-e5f2-158e-204f01af7c04

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jan 2, 2003 to Sep 14, 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: Oct 2, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Oct 2, 1991
First registration: Jan 2, 2003
Dual registered: no
IAPD individual key: 2074043

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	Oct 9, 2024	n/a	yes	Whippany, NJ\|NEW YORK, NY	Current employment
Farther	Independent wealth	Jan 30, 2023	Sep 23, 2024	no	East Hanover, NJ\|SAN FRANCISCO, CA\|Denville, NJ	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	Aug 15, 2017	Feb 14, 2023	no	EAST HANOVER, NJ\|Basking Ridge, NJ\|East Hanover, NJ	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 20, 2012	Jul 21, 2016	no	ROSELAND, NJ	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 27, 2007	Apr 12, 2011	no	MILLBURN, NJ	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 2, 2003	Sep 13, 2007	no	MILLBURN, NJ\|Millburn, NJ	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
Farther	Savvy	Sep 23, 2024	Oct 9, 2024	16	Firm change	RIA to RIA
PRUCO SECURITIES, LLC	Farther	Feb 14, 2023	Jan 30, 2023	-15	Firm change	Ibd to RIA
ADVICE AND PLANNING SERVICES	PRUCO SECURITIES, LLC	Jul 21, 2016	Aug 15, 2017	390	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	ADVICE AND PLANNING SERVICES	Apr 12, 2011	Jan 20, 2012	283	Firm change	Other
CHARLES SCHWAB & CO., INC.	CHASE INVESTMENT SERVICES CORP.	Sep 13, 2007	Sep 27, 2007	14	Firm change	Other

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
Oct 9, 2024 to presentfactForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Jan 30, 2023 to Sep 23, 2024factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 15, 2017 to Feb 14, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 20, 2012 to Jul 21, 2016factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 27, 2007 to Apr 12, 2011factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 2, 2003 to Sep 13, 2007factForm ADV

Dated events

Occurred
Sep 23, 2024
Advisor changed firm
Eric Scott Passin left Farther for Savvy (registered 2024-10-09)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2023
Advisor changed firm
Eric Scott Passin left Pruco Securities, Llc for Farther (registered 2023-01-30)
Form ADVobserved 5 days ago