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).
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Total Assets Under Management31MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$179,318
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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
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.
Brian Harrison (CRD# 3227937) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 21 years of experience in the finance industry.
Stavros Kokkotos (CRD# 4591646) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 17 years of experience in the finance industry.
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.
Georgia Mourtzinou (CRD# 4646984) is an Investment Advisor Representative working at Savvi Financial LLC in Waltham, MA and has over 20 years of experience in the finance industry.
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.