Savannah Kay Forleo
Investment adviser representative at Lanark Financial, Inc.
10 yearsExperience
6 statesRegistered in
CFP® certification, ChFC®Designations
$1.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Lanark Financial, Inc.Aug 2025 to now
- L.M. Kohn & CompanyAug 2023 to now
- PNC Investments LLCAug 2022 to Aug 2023
- Bank of America, N.A.Jun 2021 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to Aug 2022
- Morgan StanleyDec 2020 to May 2021
- TIAANov 2018 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCNov 2018 to Nov 2020
- Morgan StanleyOct 2016 to Dec 2018
- Morgan Stanley Private Bank, N.A.Oct 2016 to Dec 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 6 states (CA, GA, IL, IN, KY, OH).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 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
- 6714624
- Firm CRD
- 17870