Christopher John Ornee
Investment adviser representative at Savvy
11 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
11 years in the industry.
- SavvyOct 2025 to now
- Corient Services LLCJul 2023 to Oct 2025
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientDec 2022 to Oct 2025
- Dowling & Yahnke, LLCDec 2022 to Mar 2023
- The Tides GroupApr 2020 to Dec 2022
- S&p Global Market IntelligenceSep 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
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
- 5215318
- Firm CRD
- 318493