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Craig Alan Austad

Savvy

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About Craig Alan Austad

Craig Austad is a financial advisor with Savvy, a firm that provides investment and financial planning services. Craig has been a registered investment advisor since 2016 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Craig is dedicated to helping clients achieve their financial goals and offers a wide range of services, including financial planning, investment management, and insurance planning. Craig has a Certified Financial Planner designation.

Firm Information

Craig Austad 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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Craig Austad’s Registration & Firm History

CO

09/17/2024 - Present

Savvy (Denver CO)

CO

01/20/2016 - 11/08/2018

FIRST FINANCIAL EQUITY CORPORATION (DENVER CO)

CO

11/24/2003 - 01/22/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

NY

02/20/2003 - 09/22/2003

AXA ADVISORS, LLC (NEW YORK NY)

CT

07/11/1996 - 04/05/2002

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

KS

05/03/1995 - 06/14/1996

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 03/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/2003

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Alan Austad.
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