Daniel Mcgurl
Investment adviser representative at Savvy
12 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
12 years in the industry.
- SavvyMar 2026 to now
- Savvy WealthMar 2026 to now
- Fortis Capital Advisors, LLCJan 2022 to Feb 2026
- MML Investors Services, LLCMar 2021 to Dec 2021
- Massmutual Life Insurance CoNov 2020 to Dec 2021
- UnemployedSep 2020 to Nov 2020
- Sentinel Benefits & Financial GroupAug 2018 to Sep 2020
- UnemployedJun 2018 to Jul 2018
- Patriot PropertiesJun 2017 to Aug 2017
- Gettysburg CollegeSep 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7088182
- Firm CRD
- 318493