Savvi Financial LLC (Waltham)

Name: Savvi Financial LLC
Address: 465 Waverley Oaks Rd, Waltham, MA, 02452 8422
Telephone: 781-583-7011

Savvi Financial LLC is an internet adviser based in Waltham. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 34 other states.

Savvi Financial provides financial planning services. It prepares financial plans for approximately 700 clients. On top of advisory services, the firm also engages as advertiser of third party financial services.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Savvi Financial LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Savvi Financial serves?

The only and largest group of clients of Savvi Financial is individuals with 705 clients and $0 of assets under management. Among the 3 most similar advisory firms, Savvi Financial has the highest percentage of individuals out of all clients.

None of the firm’s clients are foreign persons or businesses.

Savvi Financial doesn't advise any private funds.

Careers at Savvi Financial LLC

The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dimitris Nmn Bertsimas	Managing member	1 Sep 2013	25% - 50%	4592346
Georgia Nmn Mourtzinou	Member, ceo	1 Sep 2013	25% - 50%	4646984
Stavros Efthimios Kokkotos	Member, cco	1 Sep 2013	Other	4591646
Alexander Michael Sauer Budge	Member	1 Sep 2013	Other	4689046
Adrian B Becker	Member	1 Sep 2013	Other	5544336
Christopher Michael Moran	Head of client solutions	1 Sep 2013	Other	3003405
Brian Richard Harrison	Head of consumer product	1 Apr 2019	Other	3227937

Based in Waltham

The principal office where Savvi Financial LLC performs its advisory services is located at 465 Waverley Oaks Rd, Waltham, MA 02452 8422, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-583-7011 or by fax 781-300-7818. The normal business hours are 8:30-4:30 on Monday - Friday. You can find more information about the New York firm at retiresavvi.com.