Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Colorado
Every SEC-registered investment adviser representative at a Savvy office in Colorado, by city and A to Z.
10 registered advisors work at Savvy in Colorado, out of 187 nationwide; it's the firm's number 3 state by advisors, and the most are in Denver (4). 4 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Colorado
Every firm in Colorado →Denver 4Evergreen 2Aurora 1Highlands Ranch 1Lakewood 1Monument 1
Savvy advisors in Colorado, A to Z
Search by name →- Cynthia D. AlvarezEvergreen
- Craig A. AustadDenver · Certified Financial Planner
- Matthew J. ConleyDenver
- Michael C. GaynorHighlands Ranch
- Mitchell C. GerschickEvergreen
- Steven W. HarpDenver · Certified Financial Planner, Chartered Financial Consultant
- Gunnar S. JohnsonMonument
- Parker A. MaxwellAurora · Certified Financial Planner
- Melanie D. PalmerDenver · Certified Financial Planner
- James M. UlrickLakewood
Savvy advisors in every state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy in other states
New York 87California 15Illinois 8Utah 7Florida 6Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Colorado?
10 investment adviser representatives are registered at Savvy offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Savvy have the most advisors?
Denver, with 4, then Evergreen (2). Savvy has advisors in 6 cities in Colorado.
How do I check a Savvy advisor in Colorado?
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.