Dario Fusato
Investment adviser representative at Savvly Advisor
17 yearsExperience
1 stateRegistered in
$75.2KFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Savvly Advisor, LLCJul 2024 to now
- SavvlyJan 2022 to now
- Risk AgenciesAug 2019 to now
- Arthiur J. Gallagher & Co.Nov 2013 to Jul 2019
- AonJun 2009 to Oct 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
Savvly Advisor
Legal name: Savvly Advisor, LLC
$75.2KAssets managed
2Clients
2Advisers
2 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
- 7535282
- Firm CRD
- 321125