Tanner Savitsky (CRD# 6329162) is an Investment Advisor Representative working at Ieq Capital, LLC in Foster City, CA and has over 6 years of experience in the finance industry.
CRD# 1245314
Wealth & Tax Planners LLC
CRD# 5204248
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4094448
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ieq Capital | Foster City, CA | Mar 2020 - Current | 4 |
| Bank Of America, N.a. | Los Angeles, CA | Jan 2018 - Feb 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Los Angeles, CA | Nov 2017 - Feb 2020 | 2 |
| Savitsky Satin And Bacon | Los Angeles, CA | Sep 2017 - Nov 2017 | < 1 |
| Axa-advisors, LLC | New York, NY | Aug 2017 - Oct 2017 | < 1 |
| Unemployed | Los Angeles, CA | Jun 2017 - Jul 2017 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2013 - May 2017 | 3 |
| Icm Partners | Los Angeles, CA | Jun 2016 - Aug 2016 | < 1 |
| Savitsky Satin And Bacon | Los Angeles, CA | Jun 2015 - Aug 2015 | < 1 |
| Ubs Private Wealth Management | Los Angeles, CA | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- CA
-
Total Assets Under Management23,584MILLIONS
-
Total Number of Accounts1,434ACCOUNTS
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Average Account Value$16,446,551
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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