DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist26 years in industry

JEFFREY SCOTT PELLER

Advisor at SAVVY

NEW YORK, NY | Alpharetta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99147bd6-9d7b-57b8-4922-0ebec315b040

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 8, 2003 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeffrey S. Peller

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Personal Financial Specialist
First registration: Apr 8, 2003
Dual registered: no
Other names: JEFFREY S. PELLER
IAPD individual key: 4407861

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	Jan 22, 2025	n/a	yes	Alpharetta, GA\|NEW YORK, NY	Current employment
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Former SEC adviser	Jan 4, 2022	Aug 1, 2022	no	Atlanta, GA	Previous registration
SIGNATUREFD, LLC	Independent wealth	Apr 8, 2003	Aug 12, 2020	no	ATLANTA, GA\|ATLANTA, GA	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
CHERRY BEKAERT WEALTH MANAGEMENT LLC	Savvy	Aug 1, 2022	Jan 22, 2025	905	Firm change after gap	RIA to RIA
SIGNATUREFD, LLC	CHERRY BEKAERT WEALTH MANAGEMENT LLC	Aug 12, 2020	Jan 4, 2022	510	Firm change after gap	RIA to RIA

Relationships

Registered with (3)

→ SAVVYRegistered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ CHERRY BEKAERT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 4, 2022 to Aug 1, 2022factForm ADV
→ SIGNATUREFD, LLCRegistered adviserregistration: previous registration
Apr 8, 2003 to Aug 12, 2020factForm ADV

Dated events

Occurred
Aug 1, 2022
Advisor changed firm
Jeffrey Scott Peller left Cherry Bekaert Wealth Management Llc for Savvy (registered 2025-01-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99147bd6-9d7b-57b8-4922-0ebec315b040
First observed: Apr 8, 2003
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY SCOTT PELLER

Advisor at SAVVY

NEW YORK, NY | Alpharetta, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99147bd6-9d7b-57b8-4922-0ebec315b040

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:17 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Savvy

Independent wealth

Jan 22, 2025

n/a

yes

Alpharetta, GA|NEW YORK, NY

Current employment

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Former SEC adviser

Jan 4, 2022

Aug 1, 2022

Atlanta, GA

Previous registration

SIGNATUREFD, LLC

Independent wealth

Apr 8, 2003

Aug 12, 2020

ATLANTA, GA|ATLANTA, GA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Savvy

Aug 1, 2022

Jan 22, 2025

905

Firm change after gap

RIA to RIA

SIGNATUREFD, LLC

CHERRY BEKAERT WEALTH MANAGEMENT LLC

Aug 12, 2020

Jan 4, 2022

510

Firm change after gap

RIA to RIA