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Colin D Farr

Savvy

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About Colin D Farr

Colin D Farr is a financial advisor with over 14 years of experience in the industry. Colin is currently registered with Savvy in Colorado. Previously, Colin was employed by CHARLES SCHWAB & CO., INC. in Denver, Colorado. Colin is a Certified Financial Planner and holds the Series 63, Series 66, and Series 7 securities licenses. Colin specializes in providing financial planning, portfolio management, and educational seminars to individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Colin Farr 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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Colin Farr’s Registration & Firm History

NY

07/24/2024 - Present

Savvy (NEW YORK NY)

CO

05/21/2010 - 07/26/2024

CHARLES SCHWAB & CO., INC. (Denver CO)

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Licenses & Designations

BOTH

Issued 06/11/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/25/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Colin D Farr. Review regulatory record here.
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