Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in California
Every SEC-registered investment adviser representative at a Savvy office in California, by city and A to Z.
The short answer
13 registered advisors work at Savvy in California, out of 187 nationwide; it's the firm's number 2 state by advisors, and the most are in Del Mar (2). 4 list the CFP designation and 1 are also registered broker representatives.
Savvy advisors by city in California
Every firm in California →Del Mar 2Hawthorne 2Los Angeles 2San Diego 2Alamo 1Cardiff 1Irvine 1Laguna Beach 1Pleasanton 1Turlock 1Westlake Village 1
Savvy advisors in California, A to Z
Search by name →- Arynton S. HardyLos Angeles
- Brian R. JelligDel Mar · Certified Financial Planner
- Michael A. LambrechtPleasanton
- Sandra J. MappSan Diego
- Andrew MartinoWestlake Village
- Jon N. McLaughlinHawthorne
- Brian W. MillsLos Angeles
- Erin NiehausSausalito · Certified Financial Planner
- Sean M. O'ConnorDel Mar · Certified Financial Planner
- Samuel SalehLaguna Beach · Chartered Financial Consultant
- Jared T. TanimotoIrvine · Certified Financial Planner
- Allison S. WootonEscondido
- Amber M. WynnHawthorne
Savvy advisors in every state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy in other states
New York 87Colorado 10Illinois 8Utah 7Florida 6Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in California?
13 investment adviser representatives are registered at Savvy offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 4 list the CFP designation and 1 are also registered as broker representatives.
Where in California does Savvy have the most advisors?
Del Mar, with 2, then Hawthorne (2). Savvy has advisors in 11 cities in California.
How do I check a Savvy advisor in California?
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.