DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Sammy Amr Azzouz
Certified Financial Planner
Feed of 09/15/2026
At current firm
0 y
since Mar 16, 2026
In the industry
25 y
since Mar 8, 2001 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Savant Wealth Management independent RIA currentsince Mar 16, 2026 · Westwood, Ma
- Heritage Financial Services formerApr 29, 2013 to Mar 19, 2026 · Westwood, Ma
- Manning & Napier Advisors, LLC mixed wealthNov 16, 2005 to Mar 28, 2013 · Fairport, Ny
- B&D Advisors unclassifiedJan 29, 2004 to Nov 14, 2005 · Worcester, Ma
- Cantella & Co., Inc. formerJun 18, 2003 to Sep 2, 2005 · Worcester, Ma
Moves
a registration end followed by a registration begin elsewhere
- Heritage Financial Services to Savant Wealth Managementleft Mar 19, 2026, registered Mar 16, 2026 (-3 days) · RIA to RIA · moved with a team
- Manning & Napier Advisors, LLC to Heritage Financial Servicesleft Mar 28, 2013, registered Apr 29, 2013 (32 days) · Other
- B&D Advisors to Manning & Napier Advisors, LLCleft Nov 14, 2005, registered Nov 16, 2005 (2 days) · Other
- Cantella & Co., Inc. to B&D Advisorsleft Sep 2, 2005, registered Jan 29, 2004 (-582 days) · Other
Signals
- Sammy Amr Azzouz left Heritage Financial Services for Savant Wealth Management (registered 2026-03-16)Mar 19, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address