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Alexander Michael Sauer-budge

Investment adviser representative at Savvi Financial LLC
16 yearsExperience
1 stateRegistered in
$44.7MFirm assets
12 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 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.

  1. Savvi Financial LLCSep 2013 to now
  2. Dynamic Ideas LLCJan 2013 to Dec 2019
  3. Alpha Dynamics LLCNov 2010 to Dec 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

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
4689046
Firm CRD
169196
Advisor's SEC record (opens in a new tab)
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