Savanna Lee Cawvey
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
2 statesRegistered in
$50.5BFirm assets
37 yearsFirm in business
Are you Savanna Lee Cawvey? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Moneta Group Investment Advisors, LLCJul 2025 to now
- ApplebeesMay 2025 to Jul 2025
- Adventure ClubJan 2025 to May 2025
- Mizzou Campus DiningJan 2025 to May 2025
- StifelDec 2024 to Jan 2025
- Adventure ClubAug 2024 to Dec 2024
- Moneta Group Investment Advisors, LLCJun 2024 to Aug 2024
- ApplebeesMay 2024 to Jun 2024
- Hawaiian Bro'sJan 2024 to May 2024
- ApplebeesDec 2023 to Jan 2024
- Hawaiian BrosAug 2023 to Dec 2023
- Monroe County YmcaMay 2023 to Aug 2023
- ApplebeesJul 2020 to Aug 2023
- Waterloo High SchoolAug 2018 to May 2022
- Waterloo Junior HighAug 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Moneta Group Investment Advisors, LLC
$50.5BAssets managed
9,163Clients
254Advisers
37 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
- 8021962
- Firm CRD
- 104727