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Louis Green

Savvy

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About Louis Green

Louis Green is a financial advisor with Savvy, a Registered Investment Advisor based in New York, NY. Louis has been in the financial services industry for over 15 years. Louis holds Series 7 and Series 66 licenses, and is also a Certified Financial Planner™ and a Chartered Financial Analyst. Louis provides financial planning, portfolio management, and educational seminars to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Louis Green 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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Louis Green’s Registration & Firm History

NY

04/24/2024 - Present

Savvy (Brooklyn NY)

NY

01/05/2021 - 04/29/2024

UBS FINANCIAL SERVICES INC. (NEW YORK NY)

NY

08/21/2008 - 07/10/2015

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/12/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Louis Green.
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