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Kyra gayle Reyes Luu

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.

  1. SavvyDec 2024 to now
  2. Farther Finance Advisors, LLCOct 2023 to Nov 2024
  3. Goldman SachsMay 2022 to Oct 2023
  4. Ameriprise Financial Services, Inc.Jan 2020 to May 2022
  5. Truffles N Bacon CafeAug 2018 to Oct 2018
  6. Silverstate PaymentsMar 2014 to Apr 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (NV).

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
7221372
Firm CRD
318493
Advisor's SEC record (opens in a new tab)
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