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 | — | — | — |