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Brian Wesley Mills

Savvy

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About Brian Wesley Mills

Brian Mills is an investment advisor representative with Savvy, a firm registered with the SEC. Brian is licensed to provide investment advisory services in California and Texas. Brian has been in the financial services industry since 2014, previously working for Lincoln Financial Distributors, Inc. Brian has experience providing a range of advisory services to individuals, businesses, pension and profit sharing plans, and charitable organizations.

Firm Information

Brian Mills 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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Brian Mills’s Registration & Firm History

CA

06/10/2024 - Present

Savvy (Los Angeles CA)

PA

09/18/2014 - 06/26/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

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Licenses & Designations

IA

Issued 09/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Wesley Mills.
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