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RIA / WealthAdvisorCertified Financial Planner20 years in industry

GREGORY H KIRWAN

Advisor at SAVVY

NEW YORK, NY | Nashville, TN

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Search this name across graphsid dfx:ria:730cafc4-0c8b-8da9-9a6b-9e0c11aed29e

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Mar 13, 2009 to Sep 19, 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: Jun 23, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 23, 2006
First registration: Mar 13, 2009
Dual registered: no
Other names: GREGORY HOWARD KIRWAN|GREGORY H KIRWAN|GREGORY H KIRWAN|GREGORY H KIRWAN
IAPD individual key: 5164057

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	May 15, 2025	n/a	yes	NEW YORK, NY\|Nashville, TN	Current employment
ALL THAT MATTERS FINANCIAL SERVICES LLP	n/a	Jul 26, 2023	Sep 22, 2025	no	NORTH KINGSTOWN, RI	Previous registration
THE WINDMILL GROUP, INC.	Former SEC adviser	Feb 4, 2021	Aug 16, 2023	no	north kingstown, RI\|SOMERS, NY	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Sep 4, 2014	Nov 13, 2020	no	PROVIDENCE, RI	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Jan 28, 2014	Jul 15, 2014	no	CRANSTON, RI\|CRANSTON, RI	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 19, 2012	Feb 3, 2014	no	NORTH BRANFORD, CT\|BRANFORD, CT\|EAST HAVEN, CT\|NEW HAVEN, CT\|EAST HAVEN, CT\|NORTH BRANFORD, CT\|BRANFORD, CT\|HAMDEN, CT\|HAMDEN, CT\|HAMDEN, CT\|HAMDEN, CT\|CHESHIRE, CT	Previous registration
CITIZENS SECURITIES, INC.	Bd affiliated wealth	Mar 13, 2009	Jun 29, 2012	no	WESTERLY, RI\|WEST WARWICK, RI\|RICHMOND, RI\|WESTERLY, RI\|WEST WARWICK, RI\|SOUTH KINGSTOWN, RI\|COVENTRY, RI\|NARRAGANSETT, RI\|N. KINGSTOWN, RI\|WARWICK, RI\|WARWICK, RI\|NORTH KINGSTOWN, RI\|CRANSTON, RI\|PROVIDENCE, RI\|PROVIDENCE, RI	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
ALL THAT MATTERS FINANCIAL SERVICES LLP	Savvy	Sep 22, 2025	May 15, 2025	-130	Firm change after gap	Other
THE WINDMILL GROUP, INC.	ALL THAT MATTERS FINANCIAL SERVICES LLP	Aug 16, 2023	Jul 26, 2023	-21	Firm change	Other
ADVICE AND PLANNING SERVICES	THE WINDMILL GROUP, INC.	Nov 13, 2020	Feb 4, 2021	83	Firm change	Ibd to new firm
CITIZENS SECURITIES, INC.	ADVICE AND PLANNING SERVICES	Jul 15, 2014	Sep 4, 2014	51	Firm change	Other
LPL FINANCIAL LLC	CITIZENS SECURITIES, INC.	Feb 3, 2014	Jan 28, 2014	-6	Firm change	Other
CITIZENS SECURITIES, INC.	LPL FINANCIAL LLC	Jun 29, 2012	Jul 19, 2012	20	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
322690:318493:RI:2025-09-22	Sep 22, 2025	May 15, 2025	NORTH KINGSTOWN, RI	Firm change after gap

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
May 15, 2025 to presentfactForm ADV
→ ALL THAT MATTERS FINANCIAL SERVICES LLPRegistered adviserregistration: previous registration
Jul 26, 2023 to Sep 22, 2025factForm ADV
→ THE WINDMILL GROUP, INC.Registered adviserregistration: previous registration
Feb 4, 2021 to Aug 16, 2023factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 4, 2014 to Nov 13, 2020factForm ADV
→ CITIZENS SECURITIES, INC.Registered adviserregistration: previous registration
Jan 28, 2014 to Jul 15, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 19, 2012 to Feb 3, 2014factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
Gregory H Kirwan left All That Matters Financial Services Llp for Savvy (registered 2025-05-15)
Form ADVobserved 6 days ago
Occurred
Aug 16, 2023
Advisor changed firm
Gregory H Kirwan left The Windmill Group, Inc. for All That Matters Financial Services Llp (registered 2023-07-26)
Form ADVobserved 6 days ago