Unclaimed Profile

Christopher Michael Moran

SAVVI FINANCIAL LLC·WALTHAM, Massachusetts

Series 6, Series 7, Series 63, Series 65, Series 66Clean record19 years registeredSAVVI FINANCIAL LLC

465 WAVERLEY OAKS RD, WALTHAM, MA 02452-8422CRD# 3003405Firm CRD# 169196

Profile Verification

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

Identity

Christopher Michael Moran · WALTHAM, MA

Registration

CRD #3003405 · SAVVI FINANCIAL LLC · 19 years registered

Brand Profile

Not yet started

Career History

SAVVI FINANCIAL LLC

Nov 2013 – present

ALPHA DYNAMICS LLC

Dec 2011 – Dec 2019

WALTHAM, MA

ALPHA DYNAMICS LLC

Aug 2011 – Dec 2011

CAMBRIDGE, MA

COLUMBIA MANAGEMENT ADVISORS, LLC

Jul 2007 – Nov 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · July 16, 2007

Years registered · 19

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 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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