David Gottlieb
Investment adviser representative at Savvy
10 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
10 years in the industry.
- Apw IncNov 2025 to now
- Advisors ExcelMay 2024 to now
- SavvyMar 2024 to now
- Savvy AdvisorsMar 2024 to now
- Dai Securities LLCMar 2024 to Nov 2025
- Prosperity - An Eisneramper ComFeb 2024 to Mar 2024
- Apw Capital, Inc.Jun 2019 to Feb 2023
- Eisneramper Wealth ManagementMay 2019 to Feb 2024
- Ameriprise Financial Services, Inc.Jul 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5739132
- Firm CRD
- 318493