John A. Khoury
SAVVY
Holliston, MA
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CRD#: 4446184
Professional summary
John Adel Khoury, who also goes by John Khoury, is a registered financial advisor currently at SAVVY located in Holliston, Massachusetts.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
ohn Khoury is a Principal Wealth Manager at Savvy and brings 20+ years of wealth management experience working with families, business owners, and organizations. He has a passion for providing fiduciary advice to his clients and helping them with complex wealth management. He specializes in transitions, such as retirement, business sales or other liquidity events, paying for college, divorce, and the loss of a loved one.
Joining Savvy in November 2023, John was VP Sr. Financial Consultant at Schwab for 15 years and VP Financial Consultant at Fidelity for 8 years. At Schwab, John worked with 400 high-net-worth families and organizations, with over $300M in advisory services.
John Khoury lives in Boston Metrowest with his wife and three children. In his free time, he enjoys sports, family time, and volunteering with his local educational and charitable organizations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Khoury
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)PROPERTY MANAGEMENT; 09/01/2016; LINCOLN, NEW HAMPSHIRE; OWNER; RENTS OUT A CONDO; LESS THAN 20 HOURS PER MONTH; NOT DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view John Adel Khoury'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®
NoneEducation
University of Massachusetts
BS - Finance
University of Nebraska
MS - Financial Planning
Experience
Current
December 13, 2023 - Present
SAVVY
RIA
CRD#: 318493
Holliston, MA
Past
December 2, 2008 - December 12, 2023
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Framingham, MA
Past
December 2, 2008 - December 12, 2023
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Framingham, MA
Past
August 20, 2004 - November 24, 2008
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SCHAUMBURG, IL
Past
March 25, 2003 - November 24, 2008
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SCHAUMBURG, IL
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
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
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
Massachusetts(12/13/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS
CRD#: 318493 / SEC#: 801-123656
RIA
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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
60
SEC notice filing (38 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
