Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Denver, CO
Every SEC-registered investment adviser representative at a Savvy office in Denver, A to Z.
4 registered advisors work at Savvy in Denver, out of 199 at the firm nationwide; it ranks number 103 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors in Denver, A to Z
Every Savvy advisor →- Craig A. AustadCertified Financial Planner
- Matthew J. ConleyInvestment adviser rep
- Steven W. HarpCertified Financial Planner, Chartered Financial Consultant
- Melanie D. PalmerCertified Financial Planner
Savvy advisors in every city and state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy advisors in other cities
New York, NY 86Cincinnati, OH 4Orem, UT 4Carmel, IN 3Charlotte, NC 3Chicago, IL 3Reno, NV 3Chesterfield, MO 2Colorado Springs, CO 2Del Mar, CA 2Evergreen, CO 2Hawthorne, CA 2Houston, TX 2Los Angeles, CA 2Louisville, KY 2
Other firms in Denver
All Denver advisors →Mercer Global Advisors Inc. 246Strategic Advisers LLC 184UBS Financial Services Inc. 123Morgan Stanley 107J.P. Morgan Securities LLC 105LPL Financial LLC 66Merrill Lynch, Pierce, Fenner & Smith Incorporated 63Robert W. Baird & Co. Incorporated 51Raymond James & Associates, Inc. 42Charles Schwab & Co., Inc. 38Ameriprise Financial Services, LLC 35Edward Jones 35
Questions
How many financial advisors does Savvy have in Denver?
4 investment adviser representatives are registered at Savvy offices in Denver, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 199 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Savvy one of the largest advisor employers in Denver?
Savvy ranks number 103 in Denver by registered advisors; Mercer Global Advisors Inc. has the most, with 246.
How do I check a Savvy advisor in Denver?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Savvy office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.