David G. Givler
SAVVY | Senior Wealth Advisor
Center Valley, PA
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CRD#: 6487141
David George Givler IISAVVY
Professional summary
David George Givler II, CFP® is a registered financial advisor currently at SAVVY located in Center Valley, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
At a Glance
Always Fiduciary
Min. Asset: $1M–$5M
Specializations
Intergenerational Families
Biography
David utilizes his experience in tax, estate and investment planning to provide wealth management services to clients. His holistic approach allows families to better understand their current financial picture and navigate the various stages of their lives.
Prior to joining Mariner Wealth Advisors, he was a senior financial advisor at Corbenic Partners.
David has a bachelor’s degree in economics from Moravian University where he graduated with Magna Cum Laude honors.
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.
Moravian University Blue and Grey Club; Not investment related, Bethlehem, PA, Non-Profit, President, Start date: 8/1/2020, 1 hour per month, 0 during trading hours, help with fundraising, organize quarterly calls/meetings with the other members. Springton Family Wealth LLC; Investment Related; Center Valley, PA; serves as DBA entity for work at Savvy Advisors, advisor, 09/08/2026, 40 trading, (same hours as role at Savvy -this is the DBA for this role)
CRS (Client Relationship Summary) - RIA
Click below to view David George Givler II'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®
CFP®
Start date: 2020
Experience
Current
September 11, 2026 - Present
SAVVY
RIA
CRD#: 318493
Center Valley, PA
Past
July 1, 2022 - September 8, 2026
MARINER WEALTH
RIA
CRD#: 140195
Bethlehem, PA
Past
September 24, 2018 - September 1, 2022
CORBENIC PARTNERS, LLC
RIA
CRD#: 158681
BETHLEHEM, PA
Past
September 1, 2016 - September 14, 2018
VALLEY NATIONAL INVESTMENTS, INC.
BD
CRD#: 16715
BETHLEHEM, PA
Past
September 21, 2015 - September 14, 2018
VALLEY NATIONAL ADVISERS INC
RIA
CRD#: 110788
BETHLEHEM, PA
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
Pennsylvania(9/11/2026)
IAR
Texas(9/11/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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Company Information
SAVVY
Senior Wealth AdvisorCRD#: 318493Center Valley, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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