Steven Allen Holdsworth
Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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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
10 years in the industry.
- SavvyJun 2026 to now
- Falcon Wealth Planning, Inc.Sep 2024 to Jun 2026
- First Pacific FinancialDec 2021 to Sep 2024
- Ramsey & Associates, Inc.Aug 2020 to Dec 2021
- IntuitJan 2020 to Aug 2020
- UnemployedDec 2018 to Jan 2020
- Brighton Jones LLCApr 2018 to Dec 2018
- UnemployedJul 2017 to Apr 2018
- Ftb Advisors, Inc.Jul 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 2261671
- Firm CRD
- 318493