Adviser and broker representative · Cetera Investment Advisers LLC
Savannah S. Phillips
CRD 6862652 · Mount Vernon, TX
At a glance
Savannah S. Phillips is an investment adviser representative with Cetera Investment Advisers LLC in Mount Vernon, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Savannah’s SEC record dates to 2020, about 5 years ago. Savannah is also registered as a broker representative.
Current advisory firm
- Cetera Investment Advisers LLCSince May 2024Mount Vernon, TX · $257B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Savannah’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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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 and FINRA BrokerCheck.