Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Kentucky
Every SEC-registered investment adviser representative at a Savvy office in Kentucky, by city and A to Z.
4 registered advisors work at Savvy in Kentucky, out of 187 nationwide; it's the firm's number 9 state by advisors, and the most are in Louisville (2). 2 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Kentucky
Every firm in Kentucky →Savvy advisors in Kentucky, A to Z
Search by name →- James H. CloudDayton · Certified Financial Planner
- Carter R. HenchIndependence · Certified Financial Planner
- Luis A. Miletti Jr.Louisville
- Michael H. Smith Jr.Louisville
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 7Florida 6Ohio 6Indiana 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Kentucky?
4 investment adviser representatives are registered at Savvy offices in Kentucky, 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 Kentucky does Savvy have the most advisors?
Louisville, with 2, then Dayton (1). Savvy has advisors in 3 cities in Kentucky.
How do I check a Savvy advisor in Kentucky?
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.