Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Savvy office in North Carolina, by city and A to Z.
3 registered advisors work at Savvy in North Carolina, out of 187 nationwide; it's the firm's number 13 state by advisors, and the most are in Charlotte (2). 1 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in North Carolina
Every firm in North Carolina →Savvy advisors in North Carolina, A to Z
Search by name →- Nicklaus C. AustinCharlotte
- Brett J. TushinghamWilmington · Certified Financial Planner
- Anaiss ZamoraCharlotte
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 4Kentucky 4Minnesota 4Nevada 4Missouri 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in North Carolina?
3 investment adviser representatives are registered at Savvy offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in North Carolina does Savvy have the most advisors?
Charlotte, with 2, then Wilmington (1). Savvy has advisors in 2 cities in North Carolina.
How do I check a Savvy advisor in North Carolina?
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.