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AS

Alexander M. Sauer-budge

SAVVI FINANCIAL LLC
Waltham, MA 02452-8422
Some features on this profile are disabled
CRD#: 4689046
AS

Professional summary

Alexander Michael Sauer-budge, who also goes by Alexander Michael Budge, is a registered financial advisor currently at SAVVI FINANCIAL LLC located in Waltham, Massachusetts.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Alexander has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alexander Michael Budge

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 Alexander Michael Sauer-budge'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

November 12, 2013 - Present

SAVVI FINANCIAL LLC

Office #1: 465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422
RIA
CRD#: 169196
Waltham, MA
Past

March 19, 2012 - December 31, 2019

ALPHA DYNAMICS LLC

RIA
CRD#: 157382
WALTHAM, 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".
SF
SAVVI FINANCIAL LLC
DYNAMIC IDEAS FINANCIAL LLC | SAVVI WEALTH PARTNERS | SAVVI FINANCIAL LLC

CRD#: 169196 / SEC#: 801-78753

RIA
Registered Investment Advisory firm - (11/4/2013 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
(11/12/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/16/2012
Uniform Investment Adviser Law Examination

Current Firm

SF
SAVVI FINANCIAL LLC
DYNAMIC IDEAS FINANCIAL LLC | SAVVI WEALTH PARTNERS | SAVVI FINANCIAL LLC

CRD#: 169196 / SEC#: 801-78753

RIA
Registered Investment Advisory firm - (11/4/2013 Approved)
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Contact information

Main Address
465 Waverley Oaks Rd Ste 315, Waltham, MA 02452-8422
Mailing Address
Phone number
(781) 583-7011
Established
Firm type
Fiscal year end
# of Employees
18

SEC notice filing (51 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVI WEALTH PARTNERS ADV PART 2A JANUARY 2025 (1/16/2025)
SAVVI FINANCIAL PART 2A JANUARY 2025 (1/16/2025)

Regulatory assets under management

Total Number of Accounts207
AUM (Assets Under Management)$ 35,947,000

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.

Company Information

SAVVI FINANCIAL LLC

CRD#: 169196Waltham, MA 02452-8422

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