Unclaimed Profile

Brian Richard Harrison

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts

Clean recordSAVVI FINANCIAL LLC

465 WAVERLEY OAKS RD, WALTHAM, MA 02452-8422CRD# 3227937Firm CRD# 169196

Profile Verification

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

Identity

Brian Richard Harrison · WALTHAM, MA

Registration

CRD #3227937 · SAVVI FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian Richard Harrison 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

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

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# 3227937

Firm CRD# 169196

View on FINRA BrokerCheck →

Looking for a financial advisor in WALTHAM?

Browse all registered financial advisors in WALTHAM, Massachusetts or claim this profile if it's yours.

Browse WALTHAM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Richard Harrison offer?

Brian Richard Harrison specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Brian Richard Harrison's credentials?

Brian Richard Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Richard Harrison located?

Brian Richard Harrison is based in WALTHAM, Massachusetts, working with SAVVI FINANCIAL LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Brian Richard Harrison charge for services?

Brian Richard Harrison'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →