Andrea Nolan

SAVVY

Reno, NV 89501

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CRD#: 3126171

Professional summary

Andrea Nolan, who also goes by Andrea Knapp, Andrea Knapp Nolan, is a registered financial advisor currently at SAVVY located in Reno, Nevada.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrea has worked at 8 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Knapp | Andrea Knapp Nolan

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) - RIA

Click below to view Andrea Nolan's CRS (Customer Relationship Summary).

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

December 24, 2024 - Present

SAVVY

Office #1: 1 E. Liberty Ste 406, Reno, NV 89501

RIA

CRD#: 318493

Reno, NV

Past

June 22, 2023 - December 17, 2024

FARTHER

RIA

CRD#: 302050

Reno, NV

Past

February 25, 2019 - July 11, 2023

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

Reno, NV

Past

October 25, 2016 - March 1, 2019

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

RIA

CRD#: 112296

Reno, NV

Past

September 25, 2014 - December 31, 2016

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

RENO, NV

Past

March 26, 2009 - December 31, 2014

UNIVERSAL VALUE ADVISORS

RIA

CRD#: 137673

RENO, NV

Past

March 11, 2009 - June 29, 2011

AMERICA NORTHCOAST SECURITIES, INC.

CRD#: 16076

RENO, NV

Past

February 4, 1999 - January 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

RENO, NV

Past

December 16, 1998 - January 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

RENO, NV

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".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

IAR

Nevada
(1/2/2025)

IAR

Texas
(12/24/2024)

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

State Security Law Exam

IAR

Series 66

Date: 1/28/1999

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/15/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/10/1998

General Securities Representative Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

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.

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Advisor Monitoring

Firm Stability Insights

Andrea Nolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Nolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

FOURSTAR WEALTH ADVISORS, LLC

FIELDSTONE FINANCIAL MANAGEMENT GROUP, LLC

CONCERT WEALTH MANAGEMENT

UNIVERSAL VALUE ADVISORS

AMERICA NORTHCOAST SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/1999

Series 63

Date: 1/15/1999

Series 7

Date: 12/10/1998

Current Firm

SAVVY

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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