Investment adviser representative · Savant Wealth Management
Raymond F. Book III
CRD 4399512 · Dover, DE
At a glance
Raymond F. Book III is an investment adviser representative with Savant Wealth Management in Dover, DE, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Raymond’s SEC record dates to 2001, about 25 years ago. Designations on file: Personal Financial Specialist.
Current advisory firm
- Savant Wealth ManagementSince July 2023Dover, DE · $56B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Raymond’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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