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Scott Glenn Eichler

Savvy

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About Scott Glenn Eichler

Scott Glenn Eichler is an Investment Advisor Representative at Savvy, a firm with offices in New York, NY and Orange, CA. Scott has been working in the financial services industry since 2007 and has experience with a variety of financial products and services. Scott has passed the Series 6, Series 7, Series 63, and Series 65 exams, as well as the Securities Industry Essentials (SIE) Exam. Scott is registered as an investment advisor in California and Texas.

Firm Information

Scott Eichler 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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Scott Eichler’s Registration & Firm History

NY

04/08/2024 - Present

Savvy (NEW YORK NY)

CA

11/02/2011 - 01/02/2024

CENTAURUS FINANCIAL, INC. (NEWPORT BEACH CA)

CA

10/15/2010 - 11/02/2011

CAPITAL GROWTH RESOURCES (NEWPORT BEACH CA)

CA

11/07/2007 - 09/27/2010

WORLD GROUP SECURITIES, INC. (ORANGE CA)

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Licenses & Designations

IA

Issued 12/20/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Glenn Eichler.
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