Robert C. Chorlins

SAVVY

CHESTERFIELD, MO

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CRD#: 5115125

Professional summary

Robert Christopher Chorlins, CFP® is a registered financial advisor currently at SAVVY located in Chesterfield, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 7 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

None

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.

Amber Hour Private Wealth, investment related; Chesterfield, MO; serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 08/03/2026, same hours as role at Savvy -this is the DBA for this role

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Christopher Chorlins'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^®

CRD#: 19616

ST. LOUIS, MO

Past

April 20, 2007 - December 17, 2009

EDWARD JONES

RIA

CRD#: 250

LADUE, MO

Past

April 20, 2007 - December 17, 2009

EDWARD JONES

CRD#: 250

LADUE, MO

Past

February 28, 2007 - March 13, 2007

CRD#: 17490

FENTON, MO

Past

May 18, 2006 - May 25, 2006

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ST. LOUIS, MO

Past

April 25, 2006 - May 25, 2006

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. LOUIS, MO

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

Missouri
(8/10/2026)

IAR

Texas
(8/10/2026)

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

State Security Law Exam

IAR

Series 66

Date: 4/28/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/24/2006

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 (40 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

Robert C. Chorlins

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Christopher Chorlins's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAI CAPITAL MANAGEMENT, LLC

GREENWAY FAMILY OFFICE, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

EDWARD JONES

EDWARD JONES

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2006

Series 7

Date: 4/24/2006

Current Firm

SAVVY

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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