John Brendan Fitzpatrick
Investment adviser representative at Savvy
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- SavvyJan 2025 to now
- J.M. Arbour, LLCMay 2022 to Dec 2024
- Foundations Investment Advisors LLCNov 2020 to Aug 2022
- Fitzco TradingJan 2017 to Mar 2021
- Gelber Group White PlainsMar 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 2021061
- Firm CRD
- 318493