Lindsey Carolyn Lewis
Investment adviser representative at Savvy
14 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
14 years in the industry.
- SavvyApr 2026 to now
- The American College of Financial ServicesNov 2020 to now
- Osaic Wealth, IncOct 2025 to Apr 2026
- EllevestMay 2022 to Oct 2022
- The Vanguard Group, Inc.Jul 2019 to Oct 2020
- Utah Valley UniversityAug 2016 to Aug 2017
- Soltis Investment Advisors, LLCJul 2015 to Jun 2019
- Certified Track & Field Official UsatfJan 2012 to Mar 2020
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 6347001
- Firm CRD
- 318493