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Kyra gayle Reyes Luu

Savvy

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About Kyra gayle Reyes Luu

Kyra Gayle Reyes Luu is an investment advisor representative at Savvy. Kyra Gayle has been in the financial services industry for over 10 years and has a strong track record of providing investment advice to individuals and families. Kyra Gayle is licensed to provide investment advice in Nevada and is also licensed as an insurance agent in Nevada. Kyra Gayle specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Kyra gayle Luu 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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Kyra gayle Luu’s Registration & Firm History

NY

01/21/2025 - Present

Savvy (NEW YORK NY)

NV

10/18/2022 - 11/03/2023

GOLDMAN SACHS & CO. LLC (Las Vegas NV)

NV

12/18/2020 - 05/24/2022

AMERIPRISE FINANCIAL SERVICES, LLC (LAS VEGAS NV)

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Licenses & Designations

IA

Issued 02/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyra gayle Reyes Luu.
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