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RIA / WealthAdvisor17 years in industry

ERIK JOSEPH ALLISON

Advisor at SAVVY

Las Vegas, NV | NEW YORK, NY

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Search this name across graphsid dfx:ria:b37894f1-4dca-2be8-96b8-4dbea630be36

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2009 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 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Aug 28, 2009
First registration: Feb 9, 2009
Dual registered: no
Other names: ERIK ALLISON
IAPD individual key: 5639413

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	Aug 21, 2025	n/a	yes	NEW YORK, NY\|Las Vegas, NV	Current employment
EA WEALTH MANAGEMENT	n/a	Mar 13, 2015	Dec 31, 2021	no	LAS VEGAS, NV	Previous registration
EA WEALTH MANAGEMENT	n/a	Mar 13, 2015	Dec 31, 2020	no	LAS VEGAS, NV	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Jan 21, 2014	Mar 30, 2015	no	LAS VEGAS, NV	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Nov 19, 2010	Nov 25, 2013	no	LAS VEGAS, NV	Previous registration
MORGAN STANLEY	Wirehouse	Jul 23, 2010	Oct 1, 2010	no	Las Vegas, NV	Previous registration
INVESTMENT ADVISORS INTERNATIONAL, INC.	n/a	Feb 9, 2009	Jul 30, 2010	no	LAS VEGAS, NV	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
EA WEALTH MANAGEMENT	Savvy	Dec 31, 2021	Aug 21, 2025	1,329	Firm change after gap	Other
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	EA WEALTH MANAGEMENT	Mar 30, 2015	Mar 13, 2015	-17	Firm change	Other
UNITED CAPITAL FINANCIAL ADVISORS	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Nov 25, 2013	Jan 21, 2014	57	Firm change	Other
MORGAN STANLEY	UNITED CAPITAL FINANCIAL ADVISORS	Oct 1, 2010	Nov 19, 2010	49	Firm change	Other
INVESTMENT ADVISORS INTERNATIONAL, INC.	MORGAN STANLEY	Jul 30, 2010	Jul 23, 2010	-7	Firm change	Other

Relationships

Registered with (6)

→ SAVVYRegistered adviserregistration: current employment
Aug 21, 2025 to presentfactForm ADV
→ EA WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Mar 13, 2015 to Dec 31, 2021factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Jan 21, 2014 to Mar 30, 2015factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Nov 19, 2010 to Nov 25, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 23, 2010 to Oct 1, 2010factForm ADV
→ INVESTMENT ADVISORS INTERNATIONAL, INC.Registered adviserregistration: previous registration
Feb 9, 2009 to Jul 30, 2010factForm ADV

Dated events

No dated event names this entity yet.