Adrian B Becker
Investment adviser representative at Savvi Financial LLC
13 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
13 years in the industry.
- Savvi Financial LLCSep 2013 to now
- Lrms LLCMay 2006 to now
- Alpha Dynamics LLCJan 2013 to Dec 2019
- Dynamic Ideas LLCMay 2010 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
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
- 5544336
- Firm CRD
- 169196