DF
Dario Fusato
SAVVLY ADVISOR
BOULDER, CO 80302
Some features on this profile are disabled
CRD#: 7535282
DF
Professional summary
Dario Fusato is a registered financial advisor currently at SAVVLY ADVISOR located in Boulder, Colorado.
Dario is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dario has worked at 1 firm and has passed the Series 63, Series 65 and SIE 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.
Dario Fusato has an Insurance Agency (Life and P/C) . Dario Fusato acts as a sponsor, general partner, or managing member of private funds
CRS (Client Relationship Summary) - RIA
Click below to view Dario Fusato'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®
NoneExperience
Current
July 10, 2024 - Present
SAVVLY ADVISOR
Office #1: 1035 Pearl Street Suite 322, Boulder, CO 80302RIA
CRD#: 321125
BOULDER, CO
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(7/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Regulatory assets under management
| Total Number of Accounts | 2 |
| 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 / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| SEC | ERA - Withdrawn | 2/26/2024 |
| Colorado | ERA - Withdrawn | 6/6/2024 |
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.
