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KL

Kyra Gayle R. Luu

SAVVY
Las Vegas, NV
Some features on this profile are disabled
CRD#: 7221372
KL

Professional summary

Kyra Gayle Reyes Luu, who also goes by Kyra Gayle Badiola Reyes, is a registered financial advisor currently at SAVVY located in Las Vegas, Nevada.

Kyra Gayle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kyra Gayle has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyra Gayle Badiola Reyes

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 with the Nevada Division of Insurance offering fixed insurance products such as Life, Accidental, Health. Start Date: January 15, 2025. Investment Related. Up to 5 hours per month during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyra Gayle Reyes Luu'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

January 21, 2025 - Present

SAVVY

RIA
CRD#: 318493
Las Vegas, NV
Past

October 9, 2023 - December 17, 2024

FARTHER

RIA
CRD#: 302050
Las Vegas, NV
Past

November 1, 2022 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA
CRD#: 134600
Las Vegas, NV
Past

October 18, 2022 - November 3, 2023

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
Las Vegas, NV
Past

March 3, 2022 - May 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAS VEGAS, NV
Past

December 18, 2020 - May 24, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAS VEGAS, NV

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 | 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
Nevada
(1/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/18/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/10/2020
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 | 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)
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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
60

SEC notice filing (38 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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#: 318493Las Vegas, NV

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