David
Gao
Savvy
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About this Advisor
David Gao is a financial advisor based in New York, New York, working with Savvy. David has previously held positions at Campbell Wealth Management, United Capital Management, Merching Capital Management, Industrypro, Kneaders Bakery & Cafe, Utah State University, University Of Utah, and Savvy. David has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, David is part of Savvy, which operates out of New York, New York. The firm has 10 offices and 12 employees. The firm manages assets totaling $401.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$401,296,753
12
1,218
$329,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Gao Work History
Savvy
Campbell Wealth Management
United Capital Management
Industrypro
University Of Utah
Merching Capital Management
Utah State University
Kneaders Bakery & Cafe
Student
Disclosures
Please visit the SEC profile of David Gao to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Savvy
Bellingham, WA
Charlotte, NC
New York, NY
West Chester, PA
Del Mar, CA
Edgewood, KY
New York, NY
West Orange, NJ
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