Financial ADVSR advisor directory · SEC adviser records
Savvy financial advisors in Orem, UT
Every SEC-registered investment adviser representative at a Savvy office in Orem, A to Z.
4 registered advisors work at Savvy in Orem, out of 199 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Savvy advisors in Orem, A to Z
Every Savvy advisor →- Scott H. GarbuttCertified Financial Planner
- Nathan M. MirizziCertified Financial Planner
- Jenna E. SmithInvestment adviser rep
- Karsten WalkerInvestment adviser rep
Savvy advisors in every city and state →Savvy: assets, clients and custodians →Advisor Moves: who changed firms this week →
Savvy advisors in other cities
New York, NY 86Cincinnati, OH 4Denver, CO 4Carmel, IN 3Charlotte, NC 3Chicago, IL 3Reno, NV 3Chesterfield, MO 2Colorado Springs, CO 2Del Mar, CA 2Evergreen, CO 2Hawthorne, CA 2Houston, TX 2Los Angeles, CA 2Louisville, KY 2
Other firms in Orem
All Orem advisors →Diversify Wealth Management, LLC 17Transamerica Financial Advisors, LLC 16Peterson Wealth Advisors, LLC 13Squire Wealth Advisors 11Blue Barn Wealth 7Strategic Advisers LLC 7Momentum Wealth Management 6Exponent Wealth LLC 5Keeler Thomas Management LLC 4Raymond James Financial Services Advisors, Inc. 4Morgan Stanley 3Sandlot Private Wealth LLC 3
Questions
How many financial advisors does Savvy have in Orem?
4 investment adviser representatives are registered at Savvy offices in Orem, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 199 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Savvy one of the largest advisor employers in Orem?
Savvy ranks number 11 in Orem by registered advisors; Diversify Wealth Management, LLC has the most, with 17.
How do I check a Savvy advisor in Orem?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.