David A. Savage

REHMANN WEALTH

Vero Beach, FL 32963

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CRD#: 4422086

Professional summary

David Andrew Savage is a registered financial advisor currently at REHMANN WEALTH located in Vero Beach, Florida and REHMANN FINANCIAL NETWORK, LLC located in Vero Beach, Florida.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

1. Rehmann Financial Network, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Registered Rep; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Acting as a registered rep of the broker dealer 2. Rehmann Capital Advisory Group; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Financial Advisor; Start Date: 7/2023; Hrs per month: 160; Securities Hrs per month: 160; Duties: Providing financial advisor to clients of the RIA 3. Rehmann Insurance Group, LLC; Investment related: Yes; Address: 5070 Highway A1A, Suite 250, Vero Beach, FL 32963; Nature: LLC; Position: Licensed Producer; Start Date: 7/2023; Hrs per month: 40; Securities Hrs per month: 40; Duties: Licensed producer affiliated with the agency

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Savage'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

August 1, 2023 - Present

REHMANN WEALTH

Office #1: 5070 Highway A1a Suite 250, Vero Beach, FL 32963

RIA

CRD#: 123047

Vero Beach, FL

Current

July 17, 2023 - Present

REHMANN FINANCIAL NETWORK, LLC

Office #1: 5070 North Highway A1a Suite 250, Vero Beach, FL 32963

CRD#: 165027

Vero Beach, FL

Past

February 17, 2017 - June 12, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

VERO BEACH, FL

Past

August 2, 2016 - June 12, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

VERO BEACH, FL

Past

October 23, 2009 - July 26, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VERO BEACH, FL

Past

October 8, 2009 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

September 17, 2002 - April 28, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

VERO BEACH, FL

Past

August 8, 2001 - August 14, 2002

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

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".

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 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.

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

Florida
(7/17/2023)

IAR

Florida
(8/1/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/10/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/7/2001

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

REHMANN WEALTH

REHMANN CAPITAL ADVISORY GROUP, LLC | REHMANN WEALTH | REHMANN FINANCIAL GROUP, LLC | REHMANN FINANCIAL

CRD#: 123047 / SEC#: 801-64587

RIA

Registered Investment Advisory firm - (8/16/2005 Approved)

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Contact information

Main Address

4086 Legacy Parkway, Lansing, MI 48911-4261

Mailing Address

Phone number

(517) 316-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 RCAG PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,238
AUM (Assets Under Management)	$ 4,270,170,000

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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Firm Stability Insights

David A. Savage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Andrew Savage's CRS (Customer Relationship Summary).

Certified licenses

Experience

REHMANN FINANCIAL NETWORK, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

REHMANN WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2017

Series 63

Date: 8/10/2001

SIE

Date: 10/1/2018

Series 7

Date: 1/25/2011

Series 6

Date: 8/7/2001

FINRA

Current Firm

REHMANN WEALTH

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REHMANN WEALTH

TRUST BUT VERIFY

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