Berkely R. Arrants

SAVVY

Chattanooga, TN

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CRD#: 4692327

Professional summary

Berkely R Arrants, CFP®, CIMA®, who also goes by Berkely Arrants, Berkely Rhodes, is a registered financial advisor currently at SAVVY located in Chattanooga, Tennessee.

Berkely is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Berkely has worked at 8 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Berkely Arrants | Berkely Rhodes

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. Independent Insurance Agent - 10/13/2025 - 3556 Sweetshrub Way, Chattanooga, TN 37377 - Independent Insurance Agent, Selling insurance, Not Invt Rel, 10 hrs/mo; 10 hrs/mo (during trading hours). 2. Horizon Advisory Group - 10/13/2025 - 2808 Caroline Street, Suite 201-M, Houston, TX 77004 - Wealth Manager, managing client relationships, financial planning, Invt Rel, Wealth Management, 160 hrs/mo; 160 hrs/mo (during trading hours). 3. Savvy Wealth - 10/13/2025 - 2808 Caroline Street, Suite 201-M, Houston, TX 77004 - Financial Planner, IAR and Wealth Manager, financial planning, client interaction, wealth management, Invt Rel, 160 hrs/mo; 150 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Berkely R Arrants'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®

CFP^®

Certified Financial Planner

Start date: 2003

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 14, 2025 - Present

SAVVY

Office #2: 2808 Caroline Street Ste 201-m, Houston, TX 77004

RIA

CRD#: 318493

Chattanooga, TN

Past

October 13, 2025 - October 31, 2025

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

August 12, 2021 - October 13, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Houston, TX

Past

August 12, 2021 - October 13, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Houston, TX

Past

February 24, 2014 - August 18, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

HOUSTON, TX

Past

February 14, 2014 - August 18, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

HOUSTON, TX

Past

January 13, 2012 - April 3, 2014

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA

CRD#: 119127

HOUSTON, TX

Past

March 3, 2009 - December 31, 2011

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

RIA

CRD#: 119127

HOUSTON, TX

Past

January 15, 2009 - January 31, 2014

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

HOUSTON, TX

Past

January 8, 2009 - January 31, 2014

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

HOUSTON, TX

Past

December 10, 2007 - January 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THE WOODLANDS, TX

Past

December 10, 2007 - January 8, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

THE WOODLANDS, TX

Past

June 20, 2007 - November 26, 2007

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

HOUSTON, TX

Past

June 20, 2007 - November 26, 2007

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

HOUSTON, TX

Past

February 17, 2004 - June 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HILTON HEAD ISLAND, SC

Past

September 22, 2003 - June 13, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HILTON HEAD ISLAND, SC

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

Tennessee
(10/14/2025)

IAR

Texas
(10/14/2025)

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: 10/14/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/27/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2003

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

Berkely R. Arrants

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Berkely R Arrants's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

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: 10/14/2003

Series 65

Date: 2/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 9/19/2003

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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