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
HH

Hilla Hascalovici

SAVVLY ADVISOR
BOULDER, CO 80302
CRD#: 6997621
Some features on this profile are disabled
HH
Hilla HascaloviciSAVVLY ADVISOR

Professional summary

Hilla Hascalovici, who also goes by Hilla Hascalovici, is a registered financial advisor currently at SAVVLY ADVISOR located in Boulder, Colorado.

Hilla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Hilla has worked at 2 firms and has passed the Series 65, Series 63, Series 52TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hilla Hascalovici

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 Hilla Hascalovici'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

June 9, 2026 - Present

SAVVLY ADVISOR

Office #1: 1035 Pearl Street Suite 322, Boulder, CO 80302
RIA
CRD#: 321125
BOULDER, CO
Past

August 8, 2018 - May 4, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
(6/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/18/2026
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 3/24/2021
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/8/2018
General Securities Representative Examination

Current Firm

SA
SAVVLY ADVISOR
SAVVLY ADVISOR | SAVVLY ADVISOR, LLC

CRD#: 321125 / SEC#: 801-130624

RIA
Registered Investment Advisory firm - (7/3/2024 120-Day Approval)
Loading...

Contact information

Main Address
1035 Pearl Street Suite 322, Boulder, CO 80302
Mailing Address
Phone number
(888) 372-8859
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- SAVVLY ADVISOR (6/6/2024)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 75,208

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn2/26/2024
ColoradoERA - Withdrawn6/6/2024

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

SAVVLY ADVISOR

CRD#: 321125Boulder, CO 80302

TRUST BUT VERIFY

Monitor Hilla Hascalovici

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

Similar Advisors

Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raliegh, NC
PT
Philippe TannAdvisorCheck Check Mark
MORGAN STANLEY & CO. LLC
PR
NEW YORK, NY
NB
Nilufar BarakAdvisorCheck Check Mark
KEY INVESTMENT SERVICES LLC
IAR
RR
BROOKLYN, OH
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.