Savvy

Savvy (CRD# 318493) is a financial advisory firm headquartered in New York, NY. They manage $401,296,753 in 1,218 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
36 East 12th Street, Floor 2, New York, NY 10003
https://www.savvywealth.com
By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    1,218
    ACCOUNTS
  • Average Account Value
    $329,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, DE, FL, ID, IL, KY, LA, MA, MD, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Savvy
Showing 11 - 11 of 11 top financial advisors.
11
Erich Yost, financial advisor New York NY
Erich W. Yost
CRD#: 5801578
36 East 12th Street, Floor 2, New York, NY 10003

Erich Yost (CRD# 5801578) is an Investment Advisor Representative working at Savvy in New York, NY and has 1 year of experience in the finance industry.

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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.

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