Carlton Edwin Anderson
Investment adviser representative at Savvy
17 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
17 years in the industry.
- SavvySep 2026 to now
- The Dowling Group Wealth ManagementFeb 2020 to Aug 2026
- Newman and AssociatesMar 2018 to Jan 2020
- Ameriprise Financial Services, IncFeb 2018 to Feb 2020
- Janney Montgomery Scott LLCJul 2017 to Dec 2017
- MML Investors Services, LLCMar 2017 to Jul 2017
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jul 2017
- MetlifeMay 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2946790
- Firm CRD
- 318493