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Samuel Saleh

Savvy

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About Samuel Saleh

Samuel Saleh is a financial professional with a focus on financial planning, portfolio management for individuals, and educational seminars. Samuel Saleh is a Registered Representative and Investment Advisor Representative, with licenses in multiple states, including California, Texas, and Arizona. Samuel Saleh is currently employed by Savvy, a firm with a national presence and offices in New York and Laguna Beach. Samuel Saleh has a strong track record of providing comprehensive financial advice to individuals and businesses.

Firm Information

Samuel Saleh 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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Samuel Saleh’s Registration & Firm History

CA

12/04/2024 - Present

Savvy (Laguna Beach CA)

CA

10/02/2020 - 07/06/2022

NYLIFE SECURITIES LLC (GLENDALE CA)

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Licenses & Designations

BOTH

Issued 08/26/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/02/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Samuel Saleh. Review regulatory record here.
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