Alexander Duncan
Investment adviser representative at Savvy
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- SavvySep 2026 to now
- Equitable Advisors, LLCMay 2023 to Sep 2026
- UnemployedNov 2022 to May 2023
- Sight SciencesOct 2018 to Nov 2022
- UnemployedSep 2018 to Sep 2018
- Bausch + LombApr 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 7735376
- Firm CRD
- 318493