Gregory Wayne Allen
Investment adviser representative at Savvy
11 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
11 years in the industry.
- SavvyJun 2026 to now
- LPL Financial LLCNov 2022 to May 2026
- Edward JonesMar 2019 to Nov 2022
- Morgan Stanley Private Bank, National AssociationOct 2015 to Mar 2019
- Morgan StanleyJun 2015 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6401912
- Firm CRD
- 318493