Dustin Scott Roberts
Investment adviser representative at Savvy
14 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
14 years in the industry.
- SavvyMar 2025 to now
- U.S. Bancorp Investments, Inc.Jul 2021 to Mar 2025
- U.S. BankMar 2021 to Mar 2025
- Bbva Wealth Solutions Inc.Sep 2017 to Mar 2021
- Bbva Securities Inc.May 2013 to Mar 2021
- Bbva Compass Insurance Agency, Inc.Jun 2012 to Mar 2021
- Compass BankFeb 2012 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6117923
- Firm CRD
- 318493