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EA

Erik J. Allison

SAVVY
Las Vegas, NV
Some features on this profile are disabled
CRD#: 5639413
EA

Professional summary

Erik Joseph Allison, who also goes by Erik Allison, is a registered financial advisor currently at SAVVY located in Las Vegas, Nevada.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Erik has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erik Allison

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.)Insurance Producer at The Pinnacle Group offering fixed insurance and annuities; Investment-related; Start date: 10/15/2024; Approximately 2 hours per week. 2.)Partner at Skyfront Insurance, LLC offering commercial insurance products; Investment-related; Start date: 9/1/2016; Approximately 1 hour per month. 3.) Managing Partner of Wealth Vision, LLC which serves as a dba marketing brand name for financial services, including insurance; Investment-related; Start date: 10/26/2024; Approximately 20 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik Joseph Allison'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®
None

Experience

Current

August 21, 2025 - Present

SAVVY

RIA
CRD#: 318493
Las Vegas, NV
Past

March 13, 2015 - December 31, 2021

EA WEALTH MANAGEMENT

RIA
CRD#: 174446
LAS VEGAS, NV
Past

January 21, 2014 - March 30, 2015

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LAS VEGAS, NV
Past

January 2, 2014 - March 30, 2015

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LAS VEGAS, NV
Past

March 1, 2011 - December 4, 2013

GIRARD SECURITIES, INC.

BD
CRD#: 18697
LAS VEGAS, NV
Past

November 19, 2010 - November 25, 2013

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
LAS VEGAS, NV
Past

September 17, 2010 - October 1, 2010

MORGAN STANLEY

BD
CRD#: 149777
LAS VEGAS, NV
Past

July 23, 2010 - October 1, 2010

MORGAN STANLEY

RIA
CRD#: 149777
LAS VEGAS, NV
Past

February 9, 2009 - July 30, 2010

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
LAS VEGAS, NV

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
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

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
Nevada
(8/24/2025)
IAR
Texas
(8/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/28/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/30/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/2010
General Securities Representative Examination

Current Firm

SA
SAVVY
CEDAR + SEVENS WEALTH | WEALTH RETENTION | SULLIVAN FARR WEALTH ADVISORS | STANDING OAK ADVISORS | SAVVY WEALTH, INC. | SAVVY WEALTH | SAVVY ADVISORS, INC. | SAVVY | PRESTIQ WEALTH PARTNERS CORP | NINE FOUR WEALTH | MARKETWISE ASSET MANAGEMENT | KHOURY PRIVATE WEALTH | HARDY CAPITAL INVESTMENTS | FLOURISH FINANCIAL PARTNERS

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
60

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts3,776
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.

Company Information

SAVVY

CRD#: 318493Las Vegas, NV

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