Luis Alberto Miletti
Investment adviser representative at Savvy
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- SavvyMar 2025 to now
- Truist Investment ServicesFeb 2021 to Mar 2025
- Suntrust Advisory Services, Inc.Nov 2020 to Mar 2025
- Suntrust Investment Services, Inc.Nov 2020 to Feb 2021
- PNC InvestmentsDec 2011 to Nov 2020
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KY).
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
- 5829683
- Firm CRD
- 318493