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Arthur Allen Buckley

Arthur Allen Buckley

CFP®
SAVVY
Franklin, TN
·CRD# 4996604·19 years experience

Professional Summary

Arthur Allen Buckley, CFP® is a registered financial advisor currently at SAVVY located in Franklin, Tennessee. Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Arthur has worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

19 years in the financial services industry

Current & Past Employments

SAVVY·CRD# 318493
RIA
324 Main Street Suite 200, Franklin, TN 37064
May 8, 2026 - Present
SANCTUARY ADVISORS, LLC·CRD# 226606
RIA
Franklin, TN
September 29, 2023 - July 13, 2026
UNITED CAPITAL FINANCIAL ADVISORS·CRD# 134600
RIA
Modesto, CA
August 29, 2014 - October 27, 2023
VALLEY WEALTH, INC.·CRD# 146324
RIA
Modesto, CA
May 27, 2009 - December 31, 2014
PLANMEMBER SECURITIES CORPORATION·CRD# 11869
RIA
Oakdale, CA
October 13, 2005 - December 4, 2007

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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 - SEC (4/11/2022 Approved)

Contact Information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Phone Number

(833) 745-6789

# of Employees

170

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

14,645

AUM (Assets Under Management)

$5,001,044,474

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. Position: Owner. Nature: Buckley Management, LLC is an operating company for my advisory practice. Investment Related: Yes Hours: 40 Securities Trading Hours: 40 Start Date: 01/24/2024 Address: 324 Main Street, Franklin TN 37064, United States Description: Owner 2. Paragon Private Wealth; investment related; 324 Main Street, Franklin TN 37064; serves as DBA entity for work at Savvy Advisors, Managing Partner, 5/4/2026, 40hours/week (during trading, same hours as role at Savvy - this is the DBA for this role). 3. Paragon Tax; noninvestment related Tax prep/planning is offered through licensed CPAs as 1099 independent contractors Investment Related: No Hours: 40 Securities Trading Hours: 40 Start Date: 10/15/2025 Address: 324 Main Street, Franklin TN 37064, United States Description: Oversight and meeting with tax clients to intake all necessary forms for CPA's to file returns. Tax preparation - Paragon Tax offers Tax preparation and planning for tax clients. Tax prep/planning is offered through licensed CPAs as 1099 independent contractors

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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 - SEC (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.
IAR
Tennessee
(6/9/2026)
IAR
Texas
(5/8/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2009About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Arthur Allen Buckley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Arthur Allen Buckley
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