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
Antonio Thomas Savarese
Feed of 09/15/2026
Also filed as Tony Savarese
At current firm
1 y
since Mar 10, 2025
In the industry
43 y
since Oct 5, 1982 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Securities, LLC BD affiliated currentsince Mar 10, 2025 · Overland Park, Ks
- Osaic Wealth, Inc. BD affiliatedSep 1, 2023 to Mar 12, 2025 · Gilbert, Az
- Sagepoint Financial, Inc. formerOct 31, 2005 to Sep 1, 2023 · Phoenix, Az
- Sunamerica Securities, Inc. unclassifiedAug 20, 2003 to Apr 4, 2005 · San Diego, Ca
- Spelman & Co., Inc. unclassifiedDec 20, 1999 to Oct 31, 2005 · La Mesa, Ca
Moves
a registration end followed by a registration begin elsewhere
- Osaic Wealth, Inc. to Creativeone Securities, LLCleft Mar 12, 2025, registered Mar 10, 2025 (-2 days) · Affiliated broker-dealer or bank to another
- Sagepoint Financial, Inc. to Osaic Wealth, Inc.left Sep 1, 2023, registered Sep 1, 2023 (0 days) · corporate re-registration, not a move
- Spelman & Co., Inc. to Sunamerica Securities, Inc.left Oct 31, 2005, registered Aug 20, 2003 (-803 days) · Other
- Sunamerica Securities, Inc. to Sagepoint Financial, Inc.left Apr 4, 2005, registered Oct 31, 2005 (210 days) · Other
Signals
- Antonio Thomas Savarese left Osaic Wealth, Inc. for Creativeone Securities, Llc (registered 2025-03-10)Mar 12, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 43derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address