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Christopher Michael Moran

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts
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465 WAVERLEY OAKS RD, WALTHAM, MA 02452-8422CRD# 3003405Firm CRD# 169196
01

About

Christopher Michael Moran 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAVVI FINANCIAL LLC
SAVVI FINANCIAL LLC
AUM
$31M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at SAVVI FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3003405
Firm CRD# 169196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher Michael Moran offer?
Christopher Michael Moran specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.
What are Christopher Michael Moran's credentials?
Christopher Michael Moran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Michael Moran located?
Christopher Michael Moran is based in WALTHAM, Massachusetts, working with SAVVI FINANCIAL LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.
How does Christopher Michael Moran charge for services?
Christopher Michael Moran'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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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