AdFi
KD

Kenneth D Bobadilla

Investment Adviser Representative at SAVVY

Palm Desert, CACRD #4136113Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Kenneth D. Bobadilla has worked in the securities industry since 2015. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/11/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 6/23/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/15/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Savvy Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAVVYCurrent
9/8/2025Palm Desert, CA
MERCER GLOBAL ADVISORS INC.
4/27/20219/18/2025San Diego, CA
EPSTEIN AND WHITE FINANCIAL LLC
3/15/20167/6/2021San Diego, CA
EQIS CAPITAL MANAGEMENT
8/26/20159/14/2016San Diego, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kenneth D Bobadilla has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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