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RIA / WealthAdvisorCertified Financial Planner25 years in industry

SAMMY AMR AZZOUZ

Advisor at SAVANT WEALTH MANAGEMENT

ROCKFORD, IL | Westwood, MA

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Search this name across graphsid dfx:ria:d2bdeef3-073c-5d16-0495-b46ffe8db9af

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2003 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: SAVANT WEALTH MANAGEMENT
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: Mar 8, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Mar 8, 2001
First registration: Jun 18, 2003
Dual registered: no
IAPD individual key: 4350513

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
SAVANT WEALTH MANAGEMENT	Independent wealth	Mar 16, 2026	n/a	yes	Westwood, MA\|ROCKFORD, IL	Current employment
HERITAGE FINANCIAL SERVICES	Former SEC adviser	Apr 29, 2013	Mar 19, 2026	no	WESTWOOD, MA	Previous registration
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Nov 16, 2005	Mar 28, 2013	no	FAIRPORT, NY	Previous registration
B&D ADVISORS	n/a	Jan 29, 2004	Nov 14, 2005	no	WORCESTER, MA	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Jun 18, 2003	Sep 2, 2005	no	WORCESTER, MA	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
HERITAGE FINANCIAL SERVICES	SAVANT WEALTH MANAGEMENT	Mar 19, 2026	Mar 16, 2026	-3	Firm change	RIA to RIA
MANNING & NAPIER ADVISORS, LLC	HERITAGE FINANCIAL SERVICES	Mar 28, 2013	Apr 29, 2013	32	Firm change	Other
B&D ADVISORS	MANNING & NAPIER ADVISORS, LLC	Nov 14, 2005	Nov 16, 2005	2	Firm change	Other
CANTELLA & CO., INC.	B&D ADVISORS	Sep 2, 2005	Jan 29, 2004	-582	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
127268:107271:MA:2026-03-19	Mar 19, 2026	Mar 16, 2026	WESTWOOD, MA	Firm change

Relationships

Registered with (5)

→ SAVANT WEALTH MANAGEMENTRegistered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ HERITAGE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Apr 29, 2013 to Mar 19, 2026factForm ADV
→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: previous registration
Nov 16, 2005 to Mar 28, 2013factForm ADV
→ B&D ADVISORSRegistered adviserregistration: previous registration
Jan 29, 2004 to Nov 14, 2005factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Jun 18, 2003 to Sep 2, 2005factForm ADV

Dated events

Occurred
Mar 19, 2026
Advisor changed firm
Sammy Amr Azzouz left Heritage Financial Services for Savant Wealth Management (registered 2026-03-16)
Form ADVobserved 5 days ago