AdFi
RS

Rahul Sarin

Investment Adviser Representative at SAVVY

Eastchester, NYCRD #7301567Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
16 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 16 states
ArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaMarylandMassachusettsNew JerseyNew YorkPennsylvaniaTexasVirginiaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/9/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 6/18/2021
Series 82
Limited Representative-Private Securities Offerings
Passed 4/29/2021
SIE
Securities Industry Essentials Examination
Passed 1/15/2021

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
6/16/2026Eastchester, NY
STONEHAVEN, LLCCurrent
9/11/2024Eastchester, NY
RISA WEALTH LLC
5/26/20266/9/2026Eastchester, NY
SP ASSET MANAGEMENT LLC
6/9/20238/21/2024Eastchester, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SAVVY

Showing 12 of 160 in the directory

View SAVVY firm profile
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. Rahul Sarin 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.

Rahul Sarin - Financial Advisor in Eastchester, NY | AdvisorFinder