Mark Thomas Sumsion
Investment adviser representative at Savvy
37 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
37 years in the industry.
- SavvyMar 2026 to now
- Blue Barn Wealth, LLCApr 2024 to now
- Mark Sumsion, Sole ProprietorApr 2024 to now
- Jigzy Enterprise, LLCJan 2004 to now
- First Western AdvisorsJan 2012 to May 2017
- Motopro Auto Brokers, ClcFeb 2011 to Jun 2017
- Strategis Financial Group, Inc. dba Strategis Insurance GroupMay 2008 to Apr 2024
- Strategis Financial Group, Inc.Dec 1989 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 1 state (UT).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1812582
- Firm CRD
- 318493