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Larry Don Gill

SAVVY
SHAWNEE, OK
·CRD# 221650·55 years experience

Professional Summary

Larry Don Gill is a registered financial advisor currently at SAVVY located in Shawnee, Oklahoma. Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. Larry has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6 and Series 1 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

55 years in the financial services industry

Current & Past Employments

Current

SAVVYCurrent·CRD# 318493
RIA
23 E 9th St Suite 221, Shawnee, OK 74801
October 28, 2026 - Present

Past

SOWELL MANAGEMENTPast·CRD# 127145
RIA
Shawnee, OK
April 3, 2023 - October 28, 2026
PRIVATE ADVISOR GROUP, LLCPast·CRD# 155216
RIA
Shawnee, OK
May 24, 2021 - April 10, 2023
SOWELL MANAGEMENTPast·CRD# 127145
RIA
Shawnee, OK
November 2, 2018 - May 21, 2021
M. S. HOWELLS & CO.Past·CRD# 104100
BD
Shawnee, OK
November 2, 2018 - November 5, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Past·CRD# 134139
RIA
Shawnee, OK
December 20, 2011 - November 6, 2018
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Shawnee, OK
December 19, 2011 - November 6, 2018
CENTAURUS FINANCIAL, INC.Past·CRD# 30833
RIA
Shawnee, OK
February 6, 2003 - December 20, 2011
CENTAURUS FINANCIAL, INC.Past·CRD# 30833
BD
Shawnee, OK
October 17, 2002 - December 20, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
RIA
Shawnee, OK
June 28, 2001 - October 22, 2002
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Fairfield, IA
May 31, 2001 - October 22, 2002
ENERIC FINANCIAL SERVICES, INC.Past·CRD# 11761
BD
Fairfield, IA
August 26, 1996 - June 4, 2001
PATTERSON ICENOGLE, INC.Past·CRD# 15652
BD
May 30, 1996 - September 5, 1996
NYLIFE SECURITIES LLCPast·CRD# 5167
BD
New York, NY
February 28, 1994 - February 9, 1996
METRO SECURITIES, INC.Past·CRD# 10260
BD
April 19, 1985 - May 20, 1986
OLD SLIP CAPITAL MANAGEMENT, INC.Past·CRD# 7360
BD
March 8, 1977 - July 15, 1985
CNA INVESTOR SERVICES, INC.Past·CRD# 163
BD
October 14, 1975 - March 8, 1977
LINCOLN FINANCIAL DISTRIBUTORS, INC.Past·CRD# 145
BD
August 5, 1971 - October 10, 1975

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Current Firm

SA
SAVVY

AKM ADVISORY LLC | ZENITH CAPITAL | WOZNY CAPITAL ADVISORS | WEALTH VISION LLC | WEALTH RETENTION | WEALTH HAUS | VAP WEALTH ADVISORS | VALUEALIGNED PARTNERS, LLC | UNIVERSAL VALUE ADVISORS | TRUE WELLTH | TRUE HARVEST PRIVATE WEALTH | THOMAS TOTAL WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SPRINGTON FAMILY WEALTH LLC | SOUTH MOUNTAIN CAPITAL | SOUKUP WEALTH | SORELLE WEALTH PARTNERS | SHARPE WEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | SALIENT WEALTH PLANNING | RSF | RISA WEALTH, LLC | RIK SAYLOR FINANCIAL | REVIVE WEALTH | RETIREMENT WEALTH PARTNERS | RENOVATE FINANCIAL PLANNING | QUINTAS WEALTH ADVISORS | PRESTIQ WEALTH PARTNERS CORP | PRAIRIE OAK ADVISORS LLC | PLUM POINTE WEALTH MANAGEMENT | PILLAR CAPITAL, LLC | PERSPECTIVE 6 WEALTH ADVISORS | PARAGON PRIVATE WEALTH MANAGEMENT | PALMA CAPITAL ADVISORS | PALLADIAN ASSET MANAGEMENT | OUTWEST FINANCIAL | OSNOVA WEALTH | ONE TWELVE PRIVATE WEALTH | OHR PRIVATE WEALTH | NINE FOUR WEALTH | MOSAIC WEALTH ADVISORS | MONEY MAVEN FINANCIAL | MILLS WEALTH MANAGEMENT | MILETTI WEALTH MANAGEMENT | MIDAS CAPITAL MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO | MARATHON WEALTH ADVISORS | MANA FINANCIAL, LLC | MAKE SOLUTIONS NOT EXCUSES (MSNE) | LONGLEAF PRIVATE WEALTH | LONG FAMILY OFFICE | LOCKWOOD PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | GROVE WEALTH PARTNERS | FOUNDATION WEALTH & TAX ADVISORS, LLC | FORTIFY FINANCIAL GROUP, LLC | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | FALTHOM WEALTH MANAGEMENT | EVERYDAY PLANNING | EPOCH FINANCIAL GROUP | DUNCAN WEALTH MANAGEMENT | DIRECTIONS WEALTH MANAGEMENT | DELVR WEALTH, LLC | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BLACK PRAIRIE CAPITAL | BEYOND WEALTH PARTNERS | BENDA & CO. | ATTICUS WEALTH MANAGEMENT | AMBITIOUS AND ALIGNED | AMBER HOUR PRIVATE WEALTH

CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Contact Information

Main Address

41 East 11th Street 2 Floor, New York, NY 10003

Phone Number

(833) 745-6789

# of Employees

170

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,645

AUM (Assets Under Management)

$5,001,044,474

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Clinton Wealth Management; Shawnee, OK; Investment Related; Financial Advisor; Starting 11/2019; DBA used to provide and market insurance and financial services - investment advisory services offered are through Savvy. Same Hours - this is the DBA for that role. 2) Oklahoma Insurance License; investment-related; Shawnee, OK; Licensed Insurance Producer with lines of authority for property, casualty, life, health, variable life and annuities; starting 01/1985; sale of insurance policies and products receiving a commission.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SAVVY

AKM ADVISORY LLC | ZENITH CAPITAL | WOZNY CAPITAL ADVISORS | WEALTH VISION LLC | WEALTH RETENTION | WEALTH HAUS | VAP WEALTH ADVISORS | VALUEALIGNED PARTNERS, LLC | UNIVERSAL VALUE ADVISORS | TRUE WELLTH | TRUE HARVEST PRIVATE WEALTH | THOMAS TOTAL WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SPRINGTON FAMILY WEALTH LLC | SOUTH MOUNTAIN CAPITAL | SOUKUP WEALTH | SORELLE WEALTH PARTNERS | SHARPE WEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | SALIENT WEALTH PLANNING | RSF | RISA WEALTH, LLC | RIK SAYLOR FINANCIAL | REVIVE WEALTH | RETIREMENT WEALTH PARTNERS | RENOVATE FINANCIAL PLANNING | QUINTAS WEALTH ADVISORS | PRESTIQ WEALTH PARTNERS CORP | PRAIRIE OAK ADVISORS LLC | PLUM POINTE WEALTH MANAGEMENT | PILLAR CAPITAL, LLC | PERSPECTIVE 6 WEALTH ADVISORS | PARAGON PRIVATE WEALTH MANAGEMENT | PALMA CAPITAL ADVISORS | PALLADIAN ASSET MANAGEMENT | OUTWEST FINANCIAL | OSNOVA WEALTH | ONE TWELVE PRIVATE WEALTH | OHR PRIVATE WEALTH | NINE FOUR WEALTH | MOSAIC WEALTH ADVISORS | MONEY MAVEN FINANCIAL | MILLS WEALTH MANAGEMENT | MILETTI WEALTH MANAGEMENT | MIDAS CAPITAL MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO | MARATHON WEALTH ADVISORS | MANA FINANCIAL, LLC | MAKE SOLUTIONS NOT EXCUSES (MSNE) | LONGLEAF PRIVATE WEALTH | LONG FAMILY OFFICE | LOCKWOOD PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | GROVE WEALTH PARTNERS | FOUNDATION WEALTH & TAX ADVISORS, LLC | FORTIFY FINANCIAL GROUP, LLC | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | FALTHOM WEALTH MANAGEMENT | EVERYDAY PLANNING | EPOCH FINANCIAL GROUP | DUNCAN WEALTH MANAGEMENT | DIRECTIONS WEALTH MANAGEMENT | DELVR WEALTH, LLC | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BLACK PRAIRIE CAPITAL | BEYOND WEALTH PARTNERS | BENDA & CO. | ATTICUS WEALTH MANAGEMENT | AMBITIOUS AND ALIGNED | AMBER HOUR PRIVATE WEALTH

CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - SEC (4/11/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(10/28/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 1998About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Nov 2016

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 1994About the Series 6 exam

Series 1 — Registered Representative Examination

Passed Aug 1971

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CRS (Client Relationship Summary) - RIA

Click below to view Larry Don Gill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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