Jeffrey A. Savelle

FAIRPORT ADVISORS

Cheshire, CT

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CRD#: 729178

Professional summary

Jeffrey Alan Savelle is a registered financial advisor currently at FAIRPORT ADVISORS, INC. located in Cheshire, Connecticut and FAIRPORT CAPITAL, INC. located in Scottsdale, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Jeffrey has worked at 5 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

NAME: FARMINGTON BENEFIT CONSULTANTS, INC. INV REL: N ADD: 416 HIGHLAND AVENUE STE. 4 CHESHIRE, CT 06410 NATURE OF BUS: INSURANCE BROKERAGE POSITION: PRESIDENT START DATE: 07/2001 NO HRS/MO: 80 NO HRS/MO SEC TRADING: 60 DUTIES: SALES OF LIFE INSURANCE AND GROUP INS SALES. NAME: JEFFREY SAVELLE INSURANCE AGENT INV REL: N ADD: 416 HIGHLAND AVE. STE. 4 CHESHIRE CT 06410 NATURE: HEALTH INSURANCE POSITION: SALES REP START DATE:01/2005 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: APPROX. 10 DESCRIBE DUTIES:SALES & SERVICE OF HEALTH INSURANCE/HEALTH SAVING ACCOUNTS NAME: FAIRPORT ADVISORS, INC. SECURITIES RELATED. SCOTTSDALE AZ. ADVISOR. NUMBER OF HRS PER MONTH: 20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Savelle'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®

None

Experience

Current

August 28, 2018 - Present

FAIRPORT ADVISORS, INC.

RIA

CRD#: 117177

Cheshire, CT

Current

October 8, 2008 - Present

FAIRPORT CAPITAL, INC.

Office #1: 9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

CRD#: 15034

Scottsdale, AZ

Past

April 10, 2015 - November 30, 2018

TEMENOS ADVISORY, INC.

RIA

CRD#: 108458

LITCHFIELD, CT

Past

March 11, 2014 - December 31, 2014

TEMENOS ADVISORY, INC.

RIA

CRD#: 108458

LITCHFIELD, CT

Past

November 24, 2008 - December 31, 2013

TEMENOS ADVISORY, INC.

RIA

CRD#: 108458

LITCHFIELD, CT

Past

April 9, 2002 - September 29, 2008

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHESHIRE, CT

Past

February 19, 2002 - September 29, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHESHIRE, CT

Past

March 27, 1981 - February 11, 2002

NEW ENGLAND SECURITIES

CRD#: 615

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(11/13/2008)

IAR

Connecticut
(8/28/2018)

IAR

New York
(7/1/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/25/1981

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP

CRD#: 117177 / SEC#:

Arizona

Registered Investment Advisory firm - (6/24/2022 Approved)

California

Registered Investment Advisory firm - (1/1/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (8/6/1998 Approved)

Florida

Registered Investment Advisory firm - (11/21/2011 Approved)

Georgia

Registered Investment Advisory firm - (9/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (11/10/2004 Terminated)

Nevada

Registered Investment Advisory firm - (12/15/2012 Terminated)

New York

Registered Investment Advisory firm - (4/2/2007 Approved)

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).

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Contact information

Main Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 247-6874

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 54,700,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey A. Savelle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Savelle's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRPORT ADVISORS, INC.

FAIRPORT CAPITAL, INC.

TEMENOS ADVISORY, INC.

TEMENOS ADVISORY, INC.

TEMENOS ADVISORY, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 6

Date: 3/25/1981

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRPORT ADVISORS, INC.

TRUST BUT VERIFY

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