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David Gottlieb

Savvy

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About David Gottlieb

David Gottlieb is an investment advisor representative with Savvy. David has been in the industry since February 9, 2010. David's firm is based in New York, New York. David is registered to provide investment advisory services in Arizona, California, Colorado, Florida, Illinois, Kansas, Missouri, New Jersey, New York, Oregon, Pennsylvania, South Carolina, Texas, and provides services to individuals, high net worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

David Gottlieb 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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David Gottlieb’s Registration & Firm History

NJ

03/11/2024 - Present

Savvy (WEST ORANGE NJ)

NJ

05/01/2023 - 03/01/2024

DAI SECURITIES, LLC (ISELIN NJ)

NJ

06/07/2019 - 05/01/2023

APW CAPITAL, INC. (ISELIN NJ)

NY

07/02/2015 - 04/23/2019

AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

03/01/2012 - 07/23/2015

MORGAN STANLEY (NEW YORK NY)

NY

03/13/2010 - 03/02/2012

EMPIRE ASSET MANAGEMENT COMPANY (NEW YORK NY)

NY

12/22/2009 - 03/23/2010

ICM CAPITAL MARKETS LTD. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/31/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 12/21/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Gottlieb.
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