Unclaimed Profile

Brian Richard Harrison

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record20 years registeredSAVVI 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 · 20 years registered

Brand Profile

Not yet started

Career History

SAVVI FINANCIAL LLC

Aug 2019 – present

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Nov 2014 – Dec 2017

BRAINTREE, MA

COMMONWEALTH FINANCIAL NETWORK

May 2006 – Sep 2014

WALTHAM, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 31, 2006

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVVI FINANCIAL LLC

CRD 169196 · SEC 801-78753

AUM

$31M

Regulatory assets under management

Employees

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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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

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