Brian Richard Harrison
Investment adviser representative at Savvi Financial LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$44.7MFirm 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 assetsFixed 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
16 years in the industry.
- Brooklight Place SecuritiesJan 2020 to now
- Savvi Financial LLCJan 2019 to now
- Self-employed ConsultantJan 2019 to now
- Self-employed Insurance AgentJan 2019 to now
- Harry Has It, IncJan 2010 to now
- Bolster, IncMay 2019 to Dec 2019
- Saltzman AssociatesAug 2018 to Nov 2021
- EverquoteNov 2017 to Jul 2018
- Mutual of Omaha Insurance CompanySep 2014 to Dec 2017
- Mutual of Omaha Investor Services, Inc.Sep 2014 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2003
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Savvi Financial LLC
$44.7MAssets managed
136Clients
6Advisers
12 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
- 3227937
- Firm CRD
- 169196