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Financial ADVSR advisor directory · SEC adviser records

Savvy financial advisors in Utah

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

7 registered advisors work at Savvy in Utah, out of 187 nationwide; it's the firm's number 5 state by advisors, and the most are in Orem (4). 3 list the CFP designation and 0 are also registered broker representatives.

Savvy advisors by city in Utah

Every firm in Utah →

Orem 4Lehi 2Provo 1

Savvy advisors in Utah, A to Z

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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 8Florida 6Ohio 6Indiana 4Kentucky 4Minnesota 4Nevada 4Missouri 3North Carolina 3South Carolina 3Texas 3

Questions

How many Savvy financial advisors are in Utah?

7 investment adviser representatives are registered at Savvy offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 187 at the firm nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Where in Utah does Savvy have the most advisors?

Orem, with 4, then Lehi (2). Savvy has advisors in 3 cities in Utah.

How do I check a Savvy advisor in Utah?

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.