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Katherine A Fibiger

Investment adviser representative at Savvy
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm 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 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

10 years in the industry.

  1. SavvyApr 2026 to now
  2. Farther Finance AdvisorsSep 2022 to Apr 2026
  3. LPL Financial, LLCFeb 2017 to Sep 2022
  4. Stratos Wealth Partners, LtdFeb 2017 to Sep 2022
  5. Massmutual Life Insurance CompanyJul 2016 to Feb 2017
  6. Msi Financial Services, IncJul 2016 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2002

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
4564724
Firm CRD
318493
Advisor's SEC record (opens in a new tab)
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