Cynthia D. Alvarez

SAVVY

Evergreen, CO 80439

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CRD#: 6082323

Professional summary

Cynthia Diane Alvarez, who also goes by Cynthia Diane Daniels, Cynthia Diane Sanders, is a registered financial advisor currently at SAVVY located in Evergreen, Colorado.

Cynthia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Cynthia has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cynthia Diane Daniels | Cynthia Diane Sanders

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.

Board Member of the Evergreen Area Chamber of Commerce. Non-investment related. 12 hours per month. Start date January 1, 2024.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Diane Alvarez'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

December 12, 2024 - Present

SAVVY

Office #1: 31207 Keats Way Suite 205, Evergreen, CO 80439

RIA

CRD#: 318493

Evergreen, CO

Past

August 26, 2016 - December 14, 2016

METIS WEALTH MANAGEMENT, LLC

RIA

CRD#: 174406

Littleton, CO

Past

June 21, 2016 - December 18, 2019

CENTRIC INVESTMENT GROUP INC

RIA

CRD#: 114066

LITTLETON, CO

Past

June 4, 2014 - April 2, 2015

METIS, L.L.C.

RIA

CRD#: 161075

LITTLETON, CO

Past

April 23, 2013 - November 20, 2024

WAMBOLT & ASSOCIATES, LLC

RIA

CRD#: 153454

LITTLETON, CO

Past

August 2, 2012 - October 4, 2012

EDWARD JONES

CRD#: 250

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

Colorado
(1/15/2025)

IAR

Texas
(12/12/2024)

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: 8/17/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2012

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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Cynthia D. Alvarez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cynthia Diane Alvarez's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAVVY

METIS WEALTH MANAGEMENT, LLC

CENTRIC INVESTMENT GROUP INC

METIS, L.L.C.

WAMBOLT & ASSOCIATES, LLC

EDWARD JONES

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/17/2012

Series 7

Date: 8/1/2012

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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