Eric D. Savitz

MERAKI GLOBAL ADVISORS LLC

Park City, UT 84098

Some features on this profile are disabled

CRD#: 2925240

Professional summary

Eric Drew Savitz is a registered financial professional currently at MERAKI GLOBAL ADVISORS LLC located in Park City, Utah.

Eric is registered as a RR (Registered Representative) and started their career in finance in 1997. Eric has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric Drew Savitz's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 5, 2020 - Present

MERAKI GLOBAL ADVISORS LLC

Office #1: 1389 Center Drive, Suite 170, Park City, UT 84098Office #2: 1389 Center Drive, Suite 170, Park City, UT 84098

CRD#: 297930

Park City, UT

Past

October 13, 2016 - March 30, 2020

RISE FINANCIAL SERVICES, LLC

CRD#: 146103

Rye Brook, NY

Past

January 7, 2003 - September 6, 2016

SMITH CAPITAL MARKETS, LLC.

CRD#: 121430

Greenwich, CT

Past

October 29, 1997 - April 15, 1998

WESSELS, ARNOLD & HENDERSON, L.L.C.

CRD#: 17914

MINNEAPOLIS, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Utah
(3/5/2020)

Exams

State Security Law Exam

Series 63

Date: 6/14/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 2/7/2005

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/28/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MERAKI GLOBAL ADVISORS LLC

CRD#: 297930 / SEC#: , 8-70160

Broker-Dealer Firm Regulated by FINRA (Denver district office)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1389 Center Drive, Suite 170, Park City, UT 84098

Mailing Address

Po Box 982601, Park City, UT 84098

Phone number

(435) 214-0772

Established

Utah since 04/19/2018

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
SVMP HOLDINGS LLC	DIRECT OWNER
PEKE HOLDINGS LLC	DIRECT OWNER
ARNOLD, BENJAMIN RICHARD	FOUNDER & MANAGING PARTNER	4997870
CARTER, ANA R	FINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	4424794
KIM, CHRISTINA CAROLINE	EXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER	7891414
KURTIS, SCOTT ROBERT	CHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER	4437685

Red Flags

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.

Similar Advisors

Yuliya Tkachyshyn

NYLIFE DISTRIBUTORS LLC

JERSEY CITY, NJ

Samuel Turner

NYLIFE SECURITIES LLC

Lake Charles, LA

David Given

CURTIS ADVISORY GROUP, LLC

IAR

Santa Barbara, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Eric D. Savitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Eric Drew Savitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

RISE FINANCIAL SERVICES, LLC

SMITH CAPITAL MARKETS, LLC.

WESSELS, ARNOLD & HENDERSON, L.L.C.

State Registrations and Notice Filings

Exams

Series 63

Date: 6/14/2017

Series 99TO

Date: 1/2/2023

Series 79TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 55

Date: 2/7/2005

Series 7

Date: 10/28/1997

Series 24

Date: 3/22/2007

FINRA

Current Firm

MERAKI GLOBAL ADVISORS LLC

Contact information

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

MERAKI GLOBAL ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors