Thad Robert Dunn
Investment adviser representative at Savvy
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
Are you Thad Robert Dunn? 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
16 years in the industry.
- SavvyJun 2026 to now
- Advisornet Wealth ManagementJun 2021 to Jun 2026
- Goldman Sachs PfmJul 2019 to May 2021
- Cetera Advisor Networks LLCNov 2017 to Aug 2020
- United Capital Financial Advisers, LLCJul 2010 to Jul 2019
- Girard Securities, IncJul 2010 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4046939
- Firm CRD
- 318493