Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Illinois
Every SEC-registered investment adviser representative at a Savvy office in Illinois, by city and A to Z.
8 registered advisors work at Savvy in Illinois, out of 187 nationwide; it's the firm's number 4 state by advisors, and the most are in Chicago (2). 2 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Illinois
Every firm in Illinois →Chicago 2Gilberts 1Glenview 1Lake In The Hills 1Naperville 1Rolling Meadows 1Skokie 1
Savvy advisors in Illinois, A to Z
Search by name →- Gregg E. CummingsLake In The Hills
- Bryan C. DernGilberts
- Timothy DernNaperville
- Chan H. LimSkokie
- Brandon C. MullChicago · Certified Financial Planner, Chartered Financial Analyst
- Benjamin OffenhartzChicago
- Matthew A. PowellRolling Meadows · Certified Financial Planner, Chartered Financial Consultant
- Constantine T. QuintasGlenview
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 10Utah 7Florida 6Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Illinois?
8 investment adviser representatives are registered at Savvy offices in Illinois, 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 Illinois does Savvy have the most advisors?
Chicago, with 2, then Gilberts (1). Savvy has advisors in 7 cities in Illinois.
How do I check a Savvy advisor in Illinois?
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.