Tyson
Lokke
Savvy
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About this Advisor
Tyson Lokke is a financial advisor based in New York, New York, working with Savvy. Tyson has previously worked at United Capital Financial Advisers, LLC, Goldman Sachs, Farther Finance Advisors, LLC, and Savvy. Tyson has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, Tyson is part of Savvy, which has 39 offices and 60 employees. The firm manages $1.3 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Savvy includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Savvy Brokerage Details
$1,295,318,161
60
3,776
$343,040
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Tyson Lokke Work History
Savvy
Farther Finance Advisors, LLC
Goldman Sachs
United Capital Financial Advisers, LLC
Disclosures
Please visit the SEC profile of Tyson Lokke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Savvy
Edgewood, KY
New York, NY
Calabasas, CA
New York, NY
New York, NY
Brooklyn, NY
Georgetown, TX
New York, NY
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