Eugene Anderson Wozny
Investment adviser representative at Savvy
21 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Eugene Anderson Wozny? Claim your profile
Contact this firm
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
21 years in the industry.
- SavvyNov 2025 to now
- Stratos Wealth Advisors, LLCFeb 2022 to Nov 2025
- Financial Engines Advisors L.L.C.Nov 2018 to Feb 2022
- Ef Legacy Securities, LLCApr 2016 to Oct 2018
- Edelman Financial Services, LLC.Jun 2005 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 2403336
- Firm CRD
- 318493