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Financial ADVSR advisor directory · SEC adviser records

Savvy financial advisors in Texas

Every SEC-registered investment adviser representative at a Savvy office in Texas, by city and A to Z.

3 registered advisors work at Savvy in Texas, out of 187 nationwide; it's the firm's number 15 state by advisors, and the most are in Austin (1). 0 list the CFP designation and 0 are also registered broker representatives.

Savvy advisors by city in Texas

Every firm in Texas →

Austin 1Cedar Park 1Flower Mound 1

Savvy advisors in Texas, A to Z

Search by name →

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 3North Carolina 3South Carolina 3

Questions

How many Savvy financial advisors are in Texas?

3 investment adviser representatives are registered at Savvy offices in Texas, 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 Texas does Savvy have the most advisors?

Austin, with 1, then Cedar Park (1). Savvy has advisors in 3 cities in Texas.

How do I check a Savvy advisor in Texas?

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.