DS
David N. Savir
ELEMENT POINTE FAMILY OFFICE
Miami, FL 33131
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CRD#: 5547648
DS
Professional summary
David Nmn Savir, who also goes by David Savir, is a registered financial advisor currently at ELEMENT POINTE FAMILY OFFICE located in Miami, Florida.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 3 firms and has passed the Series 65, Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David Savir
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) SYLTOSA, LLC - INVESTMENT RELATED - SURFSIDE, FL - HOLDING COMPANY FOR PASSIVE INVESTMENT - 0 HOURS DURING SECURITIES TRADING (7/2018). 2) ELEMENT POINTE GROUP, LLC - NOT INVESTMENT RELATED - MIAMI, FL - HOLDING COMPANY OWNER OF ELEMENT POINTE ADVISORS, LLC AND ELEMENT POINTE DEEP ACCESS GP, LLC - MANAGING MEMBER - 1 HR/WEEK DURING SECURITIES TRADING (1/2021). 3) ELEMENT POINTE DEEP ACCESS GP, LLC - INVESTMENT RELATED - MIAMI, FL - GENERAL PARTNER TO ELEMENT POINTE DEEP ACCESS FUND, LP, A PRIVATE FUND - MANAGER - 1 HRS/WEEK DURING SECURITIES TRADING (3/2021). 4) DAVID SAVIR IS A MEMBER OF THE FLORIDA BAR, BUT DOES NOT ACTIVELY PRACTICE LAW. 5) NPA FOUNDATION A.K.A. INSERVICE FOUNDATION - MIAMI BCH, FL - DIRECTOR - VOLUNTEER POSITION - INVESTMENT RELATED - 5 HOURS PER MONTH/2 HOURS DURING SECURITIES TRADING - BUDGETING, GOVERNANCE, AND PROVIDE STRATEGIC GUIDANCE (9/2022). 6) SURFSIDE GROVE, LLC - MIAMI, FL - MEMBER - INVESTMENT RELATED - HOLDING COMPANY FOR PASSIVE INVESTMENT - 0 HOURS DURING SECURITIES TRADING (6/2025) 7) BIG BROTHERS BIG SISTERS OF MIAMI - MIAMI, FL - DIRECTOR, FUNDRAISING COMMITTEE CHAIR - VOLUNTEER POSITION - NOT INVESTMENT RELATED - 5 HOURS PER MONTH/2 HOURS DURING SECURITIES TRADING (7/2025) 8) SAVIR CAPITAL HOLDINGS, LLC - MIAMI, FL - MANAGING MEMBER - NOT INVESTMENT RELATED - HOLDING COMPANY CREATED FOR ESTATE PLANNING PURPOSES - 2 HOURS PER MONTH DURING SECURITIES TRADING (7/2025)
CRS (Client Relationship Summary) - RIA
Click below to view David Nmn Savir'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®
NoneExperience
Current
May 10, 2016 - Present
ELEMENT POINTE FAMILY OFFICE
Office #1: 333 Se 2nd Ave Suite 2520, Miami, FL 33131RIA
CRD#: 282750
Miami, FL
Past
December 5, 2012 - March 9, 2016
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MIAMI, FL
Past
September 25, 2009 - September 24, 2012
GOLDMAN SACHS & CO. LLC
BD
CRD#: 361
NEW YORK, NY
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".
EP
ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS
CRD#: 282750 / SEC#: 801-107214
RIA
Registered Investment Advisory firm - (2/10/2016 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
Florida(5/10/2016)
IAR
Texas(9/1/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EP
ELEMENT POINTE FAMILY OFFICE
ELEMENT POINTE | ROBUST ADVISORS, LLC | ELEMENT POINTE FAMILY OFFICE | ELEMENT POINTE ADVISORS, LLC | ELEMENT POINTE ADVISORS
CRD#: 282750 / SEC#: 801-107214
RIA
Registered Investment Advisory firm - (2/10/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
333 Se 2nd Ave Suite 2520, Miami, FL 33131
Mailing Address
Phone number
(786) 655-9790
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 331 |
| AUM (Assets Under Management) | $ 854,542,445 |
Red Flags
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Company Information
ELEMENT POINTE FAMILY OFFICE
CRD#: 282750Miami, FL 33131TRUST BUT VERIFY
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