SAVVY ADVISORS, INC. of NEW YORK, NY is an SEC-registered investment adviser (CRD 318493). Regulatory assets under management: $5.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Tara Nichole Horne | CHIEF COMPLIANCE OFFICER | — |
| Ritik Nmn Malhotra | CHIEF EXECUTIVE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |
| Amir Hannan Ovadia Har-El | CHIEF OPERATING OFFICER | — |
| Lisandra Evelyn Wilmott | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE | CHIEF COMPLIANCE OFFICER | — |
| MALHOTRA SANJAY NMN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |
| HORNE TARA NICHOLE | CHIEF COMPLIANCE OFFICER | — |
| SCHULMAN MONIQUE NMN | CHIEF COMPLIANCE OFFICER | — |
| HAR-EL AMIR HANNAN OVADIA | CHIEF OPERATING OFFICER | — |
| HAR-EL Amir | CHIEF OPERATING OFFICER | — |
| Ritik (Nmn) Malhotra | CHIEF EXECUTIVE OFFICER; COMMON AND PREFERRED SHAREHOLDER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 52 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| RENO | NV | 4 | (775) 241-3119 |
| RENO | NV | 4 | (775) 241-3119 |
| DENVER | CO | 2 | (303) 565-8967 |
| EVERGREEN | CO | 2 | (720) 679-4368 |
| DENVER | CO | 2 | (303) 565-8967 |
| EVERGREEN | CO | 2 | (720) 679-4368 |
| — | — | 1 | (323) 443-9443 |
| — | — | 1 | (773) 394-2652 |
| — | — | 1 | (973) 264-9808 |
| — | — | 1 | (316) 251-0424 |
| — | — | 1 | (747) 202-9348 |
| — | — | 1 | (770) 341-3650 |
| WEST ORANGE | NJ | 1 | (917) 694-636 |
| — | — | 1 | 847-595-1986 |
| — | — | 1 | 516-748-7864 |