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Andrea Nolan

Savvy

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About Andrea Nolan

Andrea Nolan is an investment advisor representative at Savvy. Andrea has been in the financial industry for over 20 years and holds Series 7 and Series 66 licenses. Andrea has worked at several firms throughout her career, including Ancora Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Concert Wealth Management, Fieldstone Financial, and FourStar Wealth Advisors, LLC. Andrea is registered to provide investment advice in Nevada and Texas. Savvy is an investment advisor firm with offices in New York and Reno, Nevada. The firm specializes in providing financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Andrea Nolan is currently registered with Savvy. Savvy Wealth, headquartered in New York, NY, provides financial planning, portfolio management for individuals, and educational seminars. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, and manages over $1.29 billion in assets.
Savvy

900 BROADWAY

NEW YORK, NY 10003

$1.30B

Assets Under Management

66

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea Nolan’s Registration & Firm History

NY

12/24/2024 - Present

Savvy (NEW YORK NY)

NV

03/11/2009 - 06/29/2011

ANCORA SECURITIES, INC. (RENO NV)

NV

12/16/1998 - 01/08/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)

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Licenses & Designations

BOTH

Issued 01/28/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Nolan.
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