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Investment adviser representative · Savvy

Samuel Saleh

CRD 7246417 · Laguna Beach, CA

At a glance

Samuel Saleh is an investment adviser representative with Savvy in Laguna Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2022, about 4 years ago. Designations on file: Chartered Financial Consultant.

Current advisory firm

  • SavvySince December 2024Laguna Beach, CA · $5.0B in regulatory assets

SEC adviser record

Registered since
2022 (4 years)
Designations
Chartered Financial Consultant
Exams
Series 63, Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Samuel’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
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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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