AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
LL

Lindsey C. Lewis

SAVVY
Orem, UT 84057
Some features on this profile are disabled
CRD#: 6347001
LL
Lindsey Carolyn LewisSAVVY

Professional summary

Lindsey Carolyn Lewis, CFP®, who also goes by Lindsey Carolyn Bryant, Lindsey Bryant Miss, Lindsey Carolyn Lewis Mrs, Lindsey Lewis, is a registered financial advisor currently at SAVVY located in Orem, Utah.

Lindsey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lindsey has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Lindsey Carolyn Bryant | Lindsey Bryant Miss | Lindsey Carolyn Lewis Mrs | Lindsey Lewis

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsey Carolyn Lewis'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®

Certified Financial Planner

Experience

Current

May 13, 2026 - Present

SAVVY

Office #1: 370 W Center St, Orem, UT 84057
RIA
CRD#: 318493
Orem, UT
Past

October 9, 2025 - May 5, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
KIRKLAND, WA
Past

October 9, 2025 - May 5, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
KIRKLAND, WA
Past

June 6, 2022 - October 31, 2022

ELLEVEST

RIA
CRD#: 175476
Fort Mill, SC
Past

August 28, 2019 - November 5, 2020

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

August 6, 2019 - November 5, 2020

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
Charlotte, NC
Past

February 6, 2017 - June 13, 2019

SOLTIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 154690
Salt Lake City, UT

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 | PILLAR CAPITAL, LLC | 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
Texas
(5/13/2026)
IAR
Utah
(5/14/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/10/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 2/3/2017
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/23/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/8/2019
Securities Industry Essentials 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 | PILLAR CAPITAL, LLC | 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)
Loading...

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 (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 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#: 318493Orem, UT 84057

TRUST BUT VERIFY

Monitor Lindsey Lewis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RR
Reuben RowleyAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
AMERICAN FORK, UT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.