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RIA / WealthAdvisor15 years in industry

CHARLES CHRISTOPHER STENNETT

Advisor at SAVVY

NEW YORK, NY | Tampa, FL

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Search this name across graphsid dfx:ria:4c1a897b-ff84-7e8a-2672-917e1ddd4b77

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2012 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: Feb 28, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Feb 28, 2011
First registration: Sep 14, 2012
Dual registered: no
Other names: CHARLES C STEANETT|CHARLES C STENNETT
IAPD individual key: 5732631

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	Sep 4, 2025	n/a	yes	Tampa, FL\|NEW YORK, NY	Current employment
SALTMARSH FINANCIAL ADVISORS, LLC	Independent wealth	Apr 10, 2018	Jul 9, 2025	no	Tampa, FL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 12, 2016	Jan 25, 2018	no	Tampa, FL	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Apr 4, 2013	Nov 5, 2015	no	TAMPA, FL\|ANNAPOLIS, MD\|BETHESDA, MD\|BETHESDA, MD	Previous registration
T. ROWE PRICE ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 14, 2012	Feb 22, 2013	no	TAMPA, FL	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
SALTMARSH FINANCIAL ADVISORS, LLC	Savvy	Jul 9, 2025	Sep 4, 2025	57	Firm change	RIA to RIA
ADVICE AND PLANNING SERVICES	SALTMARSH FINANCIAL ADVISORS, LLC	Jan 25, 2018	Apr 10, 2018	75	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	ADVICE AND PLANNING SERVICES	Nov 5, 2015	Jan 12, 2016	68	Firm change	Other
T. ROWE PRICE ADVISORY SERVICES, INC.	USAA FINANCIAL PLANNING SERVICES	Feb 22, 2013	Apr 4, 2013	41	Firm change	Other

Relationships

Registered with (5)

→ SAVVYRegistered adviserregistration: current employment
Sep 4, 2025 to presentfactForm ADV
→ SALTMARSH FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 10, 2018 to Jul 9, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 12, 2016 to Jan 25, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 4, 2013 to Nov 5, 2015factForm ADV
→ T. ROWE PRICE ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 14, 2012 to Feb 22, 2013factForm ADV

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
Charles Christopher Stennett left Saltmarsh Financial Advisors, Llc for Savvy (registered 2025-09-04)
Form ADVobserved 6 days ago