Kyle Wayne Rudduck
Investment adviser representative at Savvy
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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.
- SavvyAug 2026 to now
- Alterntiv WealthJul 2023 to Aug 2026
- Constellation Wealth Advisor, LLCOct 2018 to Aug 2026
- Quadrant Capital Group, LLCOct 2018 to Aug 2026
- Creative PlanningJan 2017 to Oct 2018
- Truepoint Inc.Aug 2014 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6640725
- Firm CRD
- 318493