Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in New York
Every SEC-registered investment adviser representative at a Savvy office in New York, by city and A to Z.
87 registered advisors work at Savvy in New York, out of 187 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (81). 30 list the CFP designation and 4 are also registered broker representatives.
Savvy advisors by city in New York
Every firm in New York →New York 81Albany 1Bellmore 1Eastchester 1Larchmont 1Port Washington 1Williamsville 1
Savvy advisors in New York, A to Z
Search by name →- Erik J. AllisonNew York
- Joshua A. BaroneNew York
- Christopher M. BendaNew York
- Joshua N. BergmanBellmore · Chartered Financial Analyst
- David L. BerkowitzNew York
- Kevin D. BeutelAlbany
- Gabriel S. BoruffNew York
- Brian T. BoswellNew York · Certified Financial Planner
- Daniel M. BradyNew York
- Jeffrey T. BrimhallNew York · Certified Financial Planner, Chartered Financial Analyst
- Andrew W. BronsonNew York
- Hannah B. BryantNew York · Certified Financial Planner
- Arthur A. BuckleyNew York · Certified Financial Planner
- Jeffrey R. CampionNew York
- Josh N. ChristianNew York
- Janel ColepaughNew York
- Patrick D. ConroyNew York
- Ashley W. CraneNew York
- Paul B. CriscitielloNew York
- Boyan O. DoytchinovPort Washington · Certified Financial Planner, Chartered Financial Analyst
- Alexander DuncanNew York
- Kristin V. DunlevyNew York
- Jerald L. DunnNew York · Certified Financial Planner
- Scott G. EichlerNew York
- Justin K. EricksenNew York · Certified Financial Planner
- Joshua ErnestNew York
- Jason J. EwingNew York
- Colin D. FarrNew York · Certified Financial Planner
- Kurt T. FetterWilliamsville
- Katherine A. FibigerNew York · Certified Financial Planner
- John B. FitzpatrickNew York
- David GaoNew York
- Ryan W. GarlandNew York · Certified Financial Planner
- Andrew N. George Sr.New York
- Christian N. GiannangeliNew York · Certified Financial Planner
- Aaron S. GibbsNew York
- Ryan D. GibbsNew York
- David G. Givler IINew York · Certified Financial Planner
- Louis GreenNew York · Certified Financial Planner, Chartered Financial Analyst
- Stephanie R. GummNew York
- Alexander V. HalavazisNew York
- Eric T. HambergNew York · Certified Financial Planner
- Steven A. HoldsworthNew York · Certified Financial Planner
- Timothy P. HudsonNew York · Certified Financial Planner
- Alfred C. HuntNew York · Certified Financial Planner, Chartered Financial Analyst
- Joshua M. JoffeNew York · Certified Financial Planner
- Adam JohnsonNew York
- Peter B. JonesNew York
- Susan JonesNew York · Certified Financial Planner
- Todd A. JuengerNew York
- John A. KhouryNew York
- Gregory H. Kirwan Jr.New York · Certified Financial Planner
- James A. KuxhausNew York · Certified Financial Planner
- Randy M. LongNew York · Certified Financial Planner
- Frank W. MalpigliNew York
- Stephen W. MarcouNew York
- Daniel McGurlNew York
- Evan D. MelchingNew York
- Jonathon MerickelNew York · Certified Financial Planner
- Erik R. MidasNew York
- Brian J. MocogniNew York · Chartered Financial Analyst
- Michael MostNew York
- Daniel F. MurphyNew York
- Easton S. NapiontekNew York
- Matthew D. NelsonNew York · Certified Financial Planner
- Erin NiehausNew York · Certified Financial Planner
- Andrea NolanNew York
- Stephen L. OngNew York
- Timothy PangNew York · Chartered Financial Analyst
- Lola RangelNew York
- Jacob B. RayNew York
- Frank G. RemundNew York · Certified Financial Planner
- Luis F. RosaNew York · Certified Financial Planner
- Rahul SarinEastchester
- Rik J. SaylorNew York
- Clinton J. SeefeldtNew York · Certified Financial Planner
- Nathan J. SharpNew York
- Quintin P. SharpeNew York
- Joshua W. SieversNew York
- James J. SoukupNew York · Certified Financial Planner
- Mark S. TassieLarchmont
- Siria D. TerryNew York
- Patrick TraverseNew York · Certified Financial Planner
- Anirudh VedereNew York
- Derek L. WilliamsNew York · Chartered Financial Consultant
- Daniel T. WintersNew York
- Allison S. WootonNew York
Savvy advisors in every state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy in other states
California 15Colorado 10Illinois 8Utah 7Florida 6Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in New York?
87 investment adviser representatives are registered at Savvy offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 30 list the CFP designation and 4 are also registered as broker representatives.
Where in New York does Savvy have the most advisors?
New York, with 81, then Albany (1). Savvy has advisors in 7 cities in New York.
How do I check a Savvy advisor in New York?
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.