Mitchell Curtis Gerschick
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.
- SavvyNov 2024 to now
- Wambolt & AssociatesJul 2024 to Nov 2024
- Huntington National BankDec 2022 to Jun 2024
- Mitchell's Fish MarketJul 2022 to Dec 2022
- AmazonJan 2022 to Jun 2022
- Pine House Bar & KitchenMar 2018 to Dec 2021
- EducationAug 2012 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7978408
- Firm CRD
- 318493