BD
Brian S. Dunckley
SAVVY
Providence, RI 02903
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CRD#: 4953453
BD
Brian Scott DunckleySAVVY
Professional summary
Brian Scott Dunckley, CFP®, who also goes by Brian Scott Dunkley, is a registered financial advisor currently at SAVVY located in Providence, Rhode Island.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Brian has worked at 6 firms and has passed the Series 66, Series 31 and Series 7 exams.
At a Glance
Always Fiduciary
Aliases
Brian Scott Dunkley
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. President and Managing Member of Plum Pointe Advisors, LLC, an insurance agency; non-investment related (insurance); Providence, RI; 01/01/2020; 8 hours per month; occasionally during trading; offering life insurance and fixed index annuities to clients. 2. Managing member of Saunderstown Partners, LLC, an exempt reporting adviser; investment related; Providence, RI; 01/01/2020; 10 hours per year; an ERA holding two active funds. 3. Plum Pointe Wealth Management, Investment Related, Providence, RI; serves as the DBA entity for work at Savvy, Wealth Manager, 06/22/2026, same hours as role at Savvy -this is the DBA for this role.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Scott Dunckley'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®
CFP®
Start date: 2009
Experience
Current
July 28, 2026 - Present
SAVVY
Office #1: 225 Dyer Street Floor 2, Providence, RI 02903RIA
CRD#: 318493
Providence, RI
Past
October 20, 2024 - September 2, 2026
PLUM POINTE WEALTH MANAGEMENT
RIA
CRD#: 332618
PROVIDENCE, RI
Past
September 22, 2016 - December 31, 2024
PLUM POINTE WEALTH MANAGEMENT, LTD
RIA
CRD#: 284379
PROVIDENCE, RI
Past
June 1, 2009 - November 11, 2009
MORGAN STANLEY
RIA
CRD#: 149777
PROVIDENCE, RI
Past
June 1, 2009 - November 11, 2009
MORGAN STANLEY
BD
CRD#: 149777
PROVIDENCE, RI
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
PROVIDENCE, RI
Past
April 2, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
PROVIDENCE, RI
Past
May 23, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
PROVIDENCE, RI
Past
April 14, 2006 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PROVIDENCE, RI
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
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
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
Texas(7/28/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SAVVY
ATTICUS WEALTH MANAGEMENT | WOZNY CAPITAL ADVISORS | WEALTH RETENTION | UNIVERSAL VALUE ADVISORS | TRUE HARVEST PRIVATE WEALTH | THE RETIREMENT STUDIO | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SORELLE WEALTH PARTNERS | SHARPEWEALTH | SEDAI WEALTH | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | REVIVE WEALTH | RENOVATE FINANCIAL PLANNING | PRESTIQ WEALTH PARTNERS CORP | PILLAR CAPITAL, LLC | NINE FOUR WEALTH | MILETTI WEALTH MANAGEMENT | MARKETWISE ASSET MANAGEMENT | MARCADO ASSET MANAGEMENT | MARATHON WEALTH ADVISORS | LONGLEAF PRIVATE WEALTH | KHOURY PRIVATE WEALTH | JNB WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS | FLEX WEALTH MANAGEMENT | DEEP FORK | DC INSTITUTIONAL | CORSO WEALTH LLC | COLORADO WEALTH GROUP | CEDAR + SEVENS WEALTH | BUILD BETTER FINANCIAL FUTURE | BREAKAWAY FINANCIAL GROUP LLC | BLUE BARN WEALTH | BEYOND WEALTH MANAGERS
CRD#: 318493 / SEC#: 801-123656
RIA
Registered Investment Advisory firm - (4/11/2022 Approved)Loading...
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
170
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,645 |
| AUM (Assets Under Management) | $ 5,001,044,474 |
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.
