Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Florida
Every SEC-registered investment adviser representative at a Savvy office in Florida, by city and A to Z.
6 registered advisors work at Savvy in Florida, out of 187 nationwide; it's the firm's number 6 state by advisors, and the most are in Tampa (2). 2 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Florida
Every firm in Florida →Tampa 2Clearwater 1Kissimmee 1Lake Mary 1Palm Beach Gardens 1
Savvy advisors in Florida, A to Z
Search by name →- Matthew J. FinleyLake Mary · Certified Financial Planner
- Christopher N. IshackKissimmee
- Charles C. StennettTampa
- Matthew VersageTampa · Certified Financial Planner
- Luis R. VillavicencioClearwater
- Linda L. YangPalm Beach Gardens
Savvy advisors in every state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy in other states
New York 87California 15Colorado 10Illinois 8Utah 7Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Florida?
6 investment adviser representatives are registered at Savvy offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Savvy have the most advisors?
Tampa, with 2, then Clearwater (1). Savvy has advisors in 5 cities in Florida.
How do I check a Savvy advisor in Florida?
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.