Keegan Morrison Hardy
Investment adviser representative at Savvy
11 yearsExperience
1 stateRegistered in
$5BFirm assets
4 yearsFirm in business
Are you Keegan Morrison Hardy? 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
- Seminars and workshops
Experience
11 years in the industry.
- SavvyJun 2025 to now
- Dell TechnologiesMay 2024 to Aug 2024
- Dell TechnologiesMay 2023 to Aug 2023
- Southwestern UniversityAug 2021 to May 2025
- Bowie HighschoolAug 2017 to May 2021
- Clayton ElementaryJan 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8118212
- Firm CRD
- 318493