Berkely R Arrants
Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- The Leaders Group dba Simplicity InvestmentsNov 2025 to now
- SavvyOct 2025 to now
- Horizon Advisory Group, LLCAug 2021 to now
- The Leaders Group Inc.Oct 2025 to Oct 2025
- Commonwealth Financial NetworkAug 2021 to Oct 2025
- MML Investors ServicesFeb 2014 to Aug 2021
- Mass Mutual Life Insurance CompanyDec 2013 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 4692327
- Firm CRD
- 318493