Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Ohio
Every SEC-registered investment adviser representative at a Savvy office in Ohio, by city and A to Z.
6 registered advisors work at Savvy in Ohio, out of 187 nationwide; it's the firm's number 7 state by advisors, and the most are in Cincinnati (5). 0 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors by city in Ohio
Every firm in Ohio →Savvy advisors in Ohio, A to Z
Search by name →- Jennifer L. GugliemottoCincinnati
- Keith R. HambergCincinnati · Certified Financial Planner
- Andrew D. HarmonCincinnati · Certified Financial Planner
- Nathan W. KunkelCincinnati · Certified Financial Planner
- Brad I. MorganCincinnati · Certified Financial Planner
- Nathanial L. ParkerFairfield
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 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3
Questions
How many Savvy financial advisors are in Ohio?
6 investment adviser representatives are registered at Savvy offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Savvy have the most advisors?
Cincinnati, with 5, then Fairfield (1). Savvy has advisors in 2 cities in Ohio.
How do I check a Savvy advisor in Ohio?
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.