Tanner Scott Savitsky
Investment adviser representative at Ieq Capital, LLC
13 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ieq Capital, LLCMar 2020 to now
- Bank of America, N.A.Jan 2018 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2017 to Feb 2020
- Savitsky Satin and BaconSep 2017 to Nov 2017
- AXA-advisors, LLCAug 2017 to Oct 2017
- UnemployedJun 2017 to Jul 2017
- University of MichiganSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 6329162
- Firm CRD
- 301819