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Angelique Nicole Ayala

Investment adviser representative at Savvy
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets

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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

12 years in the industry.

  1. SavvyOct 2025 to now
  2. Horizon Advisory GroupAug 2021 to now
  3. Commonwealth Financial NetworkAug 2021 to Oct 2025
  4. MML Investors ServicesFeb 2015 to Aug 2021
  5. MassmutualDec 2014 to Aug 2021

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
6237203
Firm CRD
318493
Advisor's SEC record (opens in a new tab)
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