Savvi Financial LLC

Savvi Financial LLC (CRD# 169196) is a financial advisory firm headquartered in Waltham, MA. They manage $31,022,000 in 173 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452
https://www.youtube.com/channel/uccg5rb3fysp63zvm8tadetw/?guided_help_flow=5
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $179,318
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Savvi Financial LLC
Showing 1 - 6 of 6 top financial advisors.
1
Adrian Becker, financial advisor Waltham MA
Adrian B. Becker
CRD#: 5544336
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Adrian Becker (CRD# 5544336) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 11 years of experience in the finance industry.

2
Brian Harrison, financial advisor Waltham MA
Brian R. Harrison
CRD#: 3227937
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Brian Harrison (CRD# 3227937) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 20 years of experience in the finance industry.

3
Stavros Kokkotos, financial advisor Waltham MA
Stavros E. Kokkotos
CRD#: 4591646
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Stavros Kokkotos (CRD# 4591646) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 16 years of experience in the finance industry.

4
Christopher Moran, financial advisor Waltham MA
Christopher M. Moran
CRD#: 3003405
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Christopher Moran (CRD# 3003405) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 20 years of experience in the finance industry.

5
Georgia Mourtzinou, financial advisor Waltham MA
Georgia N. Mourtzinou
CRD#: 4646984
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Georgia Mourtzinou (CRD# 4646984) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 19 years of experience in the finance industry.

6
Alexander Sauer-Budge, financial advisor Waltham MA
Alexander M. Sauer-Budge
CRD#: 4689046
465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452

Alexander Sauer-Budge (CRD# 4689046) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals