Savvi Financial LLC

CRD 169196 · Waltham, MA · $44.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 169196
SEC number: 801-78753
Firm type: RIA
Assets under management: $44.7M as of Feb 16, 2026
Website: slideshare.net/ERUSKAUP ↗
Phone: 781-583-7011
Address: 465 Waverley Oaks Rd, Waltham, MA, 02452-8422

Advisors at this firm

6 in our index · page 1 of 1

Adrian B BeckerCRD 5544336 · Waltham, MA

IA Registered
Brian Richard HarrisonCRD 3227937 · Waltham, MA

IA RegisteredBroker
Stavros Efthimios KokkotosCRD 4591646 · Waltham, MA

IA Registered
Christopher Michael MoranCRD 3003405 · Waltham, MA

IA Registered
Georgia Nmn MourtzinouCRD 4646984 · Waltham, MA

IA Registered
Alexander Michael Sauer-BudgeCRD 4689046 · Waltham, MA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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