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SAVVY LABS INC

NEW YORK, NY · CRD 322453 · IAPD ↗ · getsavvy.io · 888-401-5517

$118.9MRegulatory AUM
14Advisory reps
14Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2024 — SAVVY LABS INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
August 2024 — SAVVY LABS INC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
August 2024 — SAVVY LABS INC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.