Savannah L. Chacon

MOUNTAIN CAPITAL INVESTMENT ADVISORS | Benefits & Planning Consultant, Executive Services

Westminster, CO 80234

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CRD#: 6707134

Professional summary

Savannah Leigh Chacon, who also goes by Savannah Leigh Chacon, is a registered financial advisor currently at MOUNTAIN CAPITAL INVESTMENT ADVISORS INC located in Westminster, Colorado.

Savannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Savannah has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Biography

As your Benefits and Planning Consultant, I will partner with you to get to know you to ensure that I understand your unique goals and needs so we can work together to create a comprehensive plan designed to pursue financial security, peace of mind, and life-long fulfilment. Building trust and forming strong relationships with my clients is my top priority and I take pride in my relationship oriented passion for financial planning. 

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Savannah Leigh Chacon

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.

Licensed insurance agent; Not investment-related; 12235 Pecos Street, Suite 100, Westminster, CO, 80234; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours: Licensed insurance agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Savannah Leigh Chacon'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

Education

University of Northern Colorado

Bachelor of Business Administration - Management

2016

Experience

Current

June 23, 2025 - Present

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Office #1: 12235 Pecos St Suite 100, Westminster, CO 80234

RIA

CRD#: 156660

Westminster, CO

Past

August 16, 2024 - May 28, 2025

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

Denver, CO

Past

August 16, 2024 - May 28, 2025

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

Denver, CO

Past

February 11, 2020 - July 31, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

LONE TREE, CO

Past

October 21, 2016 - July 31, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

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".

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | MOUNTAIN CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 156660 / SEC#: 801-110107

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

Colorado

Registered Investment Advisory firm - (4/14/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/23/2025)

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: 12/16/2019

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/28/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/21/2016

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/16/2021

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/26/2020

General Securities Sales Supervisor - Options Module Examination

Current Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC | MOUNTAIN CAPITAL INVESTMENT ADVISORS, LLC

CRD#: 156660 / SEC#: 801-110107

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

Colorado

Registered Investment Advisory firm - (4/14/2017 Terminated)

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Contact information

Main Address

12235 Pecos St Suite 100, Westminster, CO 80234

Mailing Address

Phone number

(720) 500-0050

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/28/2025)

Regulatory assets under management

Total Number of Accounts	3,239
AUM (Assets Under Management)	$ 744,700,000

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Savannah L. Chacon

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Savannah Leigh Chacon's CRS (Customer Relationship Summary).

Certified licenses

Education

University of Northern Colorado

Experience

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2019

Series 63

Date: 10/28/2016

SIE

Date: 10/1/2018

Series 7

Date: 10/21/2016

Series 10

Date: 2/16/2021

Series 9

Date: 6/26/2020

Current Firm

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOUNTAIN CAPITAL INVESTMENT ADVISORS INC

TRUST BUT VERIFY

Contact information

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