David Gao
Investment adviser representative at Savvy
14 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
14 years in the industry.
- SavvyJan 2024 to now
- UnemployedAug 2023 to Jan 2024
- Campbell Wealth ManagementJun 2022 to Aug 2023
- United Capital ManagementApr 2020 to Jun 2022
- University of UtahJan 2019 to May 2022
- IndustryproJan 2019 to May 2019
- Utah State UniversityAug 2018 to Jan 2019
- Merching Capital ManagementApr 2018 to Jun 2022
- Kneaders Bakery & CafeApr 2016 to Jul 2018
- StudentMay 2012 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7580356
- Firm CRD
- 318493