Trent L. Grzegorczyk

SAVVY

Naples, FL 34108

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CRD#: 5925458

Professional summary

Trent Louis Grzegorczyk is a registered financial advisor currently at SAVVY located in Naples, Florida.

Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Trent has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Corso Wealth Coaching LLC. Not investment-related. Naples, FL. Life coaching and financial coaching. Owner. 09/01/2025. 8-16 hours per month. During securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Louis Grzegorczyk'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

October 6, 2025 - Present

SAVVY

Office #1: 999 Vanderbilt Beach Rd Suite 200, Naples, FL 34108

RIA

CRD#: 318493

Naples, FL

Past

February 15, 2024 - September 17, 2025

MORAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 319208

NAPLES, FL

Past

October 3, 2016 - May 31, 2024

RESILIENT FINANCIAL PLANNING, LLC

RIA

CRD#: 285061

TRAVERSE CITY, MI

Past

June 10, 2014 - October 3, 2016

GREGORY J. SCHWARTZ & CO., INC.

RIA

CRD#: 7294

BLOOMFIELD HILLS, MI

Past

May 23, 2014 - October 3, 2016

GREGORY J. SCHWARTZ & CO., INC.

CRD#: 7294

BLOOMFIELD HILLS, MI

Past

March 17, 2014 - May 13, 2014

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

BAY CITY, MI

Past

October 18, 2013 - May 13, 2014

SECURITIES AMERICA, INC.

CRD#: 10205

BAY CITY, MI

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

Florida
(10/6/2025)

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: 12/4/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/18/2013

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 (38 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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Trent L. Grzegorczyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trent Louis Grzegorczyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORAN WEALTH MANAGEMENT, LLC

RESILIENT FINANCIAL PLANNING, LLC

GREGORY J. SCHWARTZ & CO., INC.

GREGORY J. SCHWARTZ & CO., INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 12/4/2013

SIE

Date: 10/3/2016

Series 7

Date: 10/18/2013

Current Firm

SAVVY

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

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