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Alexander Michael Sauer-Budge

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts
Series 65Clean record14 years registeredSAVVI FINANCIAL LLC
465 WAVERLEY OAKS RD, WALTHAM, MA 02452-8422CRD# 4689046Firm CRD# 169196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alexander Michael Sauer-Budge · WALTHAM, MA
Registration
CRD #4689046 · SAVVI FINANCIAL LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

SAVVI FINANCIAL LLC
Nov 2013 – present
ALPHA DYNAMICS LLC
Mar 2012 – Dec 2019
WALTHAM, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 19, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SAVVI FINANCIAL LLC
CRD 169196 · SEC 801-78753
AUM
$31M
Regulatory assets under management
Employees
17
173 client accounts
Services offered by SAVVI FINANCIAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at SAVVI FINANCIAL LLC →
Introduction

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05

Frequently Asked Questions

What services does Alexander Michael Sauer-Budge offer?
Alexander Michael Sauer-Budge specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Alexander Michael Sauer-Budge's credentials?
Alexander Michael Sauer-Budge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alexander Michael Sauer-Budge located?
Alexander Michael Sauer-Budge is based in WALTHAM, Massachusetts, working with SAVVI FINANCIAL LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Alexander Michael Sauer-Budge charge for services?
Alexander Michael Sauer-Budge'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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Other Advisors at SAVVI FINANCIAL LLC

Adrian B Becker
WALTHAM, MA
Christopher Michael Moran
WALTHAM, MA
Brian Richard Harrison
WALTHAM, MA
CFP

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