Unclaimed Profile

Adrian B Becker

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts

Clean recordSAVVI FINANCIAL LLC

465 WAVERLEY OAKS RD, WALTHAM, MA 02452-8422CRD# 5544336Firm CRD# 169196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adrian B Becker · WALTHAM, MA

Registration

CRD #5544336 · SAVVI FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adrian B Becker is a registered financial advisor based in WALTHAM, Massachusetts, affiliated with SAVVI FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SAVVI FINANCIAL LLC

AUM

$31M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAVVI FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5544336

Firm CRD# 169196

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Frequently Asked Questions

What services does Adrian B Becker offer?

Adrian B Becker specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Adrian B Becker's credentials?

Adrian B Becker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adrian B Becker located?

Adrian B Becker is based in WALTHAM, Massachusetts, working with SAVVI FINANCIAL LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Adrian B Becker charge for services?

Adrian B Becker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAVVI FINANCIAL LLC?

SAVVI FINANCIAL LLC has approximately 17 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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