Kenneth D Bobadilla
Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- SavvyAug 2025 to now
- Mercer Global Advisors, Inc.Apr 2021 to Sep 2025
- Epstein and White Financial LLCFeb 2016 to Apr 2021
- Epstein and White Retirement Income Solutions, LLCAug 2014 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4136113
- Firm CRD
- 318493