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Advisor at SAVVY WEALTH MANAGEMENT LLC
MIAMI BEACH, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SAVVY WEALTH MANAGEMENT LLC | State registered | Mar 11, 2026 | n/a | yes | MIAMI BEACH, FL | Current employment |
| SAVVY WEALTH MANAGEMENT LLC | State registered | Jan 7, 2022 | Feb 3, 2024 | no | MIAMI BEACH, FL | Previous registration |
| SCF INVESTMENT ADVISORS, INC. | Former SEC adviser | Feb 3, 2016 | Dec 2, 2021 | no | MONTEREY, CA|SAN DIEGO, CA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Nov 19, 2014 | Jan 29, 2016 | no | MONTEREY, CA | Previous registration |
| SECURITIES AMERICA ADVISORS, INC. | Former SEC adviser | Apr 16, 2014 | Oct 8, 2014 | no | SEASIDE, CA | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Feb 14, 2008 | Apr 15, 2014 | no | MONTEREY, CA|SOLEDAD, CA|SALINAS, CA|KING CITY, CA|SEASIDE, CA|PACIFIC GROVE, CA|MONTEREY, CA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Nov 8, 2006 | Jun 19, 2007 | no | MONTEREY, CA | Previous registration |
| NORTHEAST PLANNING ASSOCIATES, INC. | Independent wealth | Apr 1, 2005 | Sep 8, 2006 | no | BEDFORD, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT LLC | Dec 2, 2021 | Jan 7, 2022 | 36 | Firm change | Ibd to state RIA |
| STRATEGIC ADVISERS LLC | SCF INVESTMENT ADVISORS, INC. | Jan 29, 2016 | Feb 3, 2016 | 5 | Firm change | Other |
| SECURITIES AMERICA ADVISORS, INC. | STRATEGIC ADVISERS LLC | Oct 8, 2014 | Nov 19, 2014 | 42 | Firm change | Other |
| LPL FINANCIAL LLC | SECURITIES AMERICA ADVISORS, INC. | Apr 15, 2014 | Apr 16, 2014 | 1 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | LPL FINANCIAL LLC | Jun 19, 2007 | Feb 14, 2008 | 240 | Firm change | Other |
| NORTHEAST PLANNING ASSOCIATES, INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Sep 8, 2006 | Nov 8, 2006 | 61 | Firm change | Other |