Christopher Moran
Savvi Financial · Waltham, Massachusetts
Christopher Moran is a fee-only financial advisor at Savvi Financial in Waltham, Massachusetts. Savvi Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Savvi Financial |
|---|---|
| Based in | Waltham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $44.7M across 238 accounts |
| SEC registration | Investment adviser representative in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY · CRD 3003405 |
| Exams passed | Series 63 (2003) · Series 65 (2020) · Series 66 (2007) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | slideshare.net/eruskaup |
How Christopher's firm compares
- Savvi Financial's average account is about $188,000, from its Form ADV (assets managed divided by 238 accounts).
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Questions about Christopher
Is Christopher Moran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Savvi Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher's firm, Savvi Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Christopher Moran based?
Christopher Moran is based in Waltham, Massachusetts.
Is Christopher Moran registered with the SEC?
Yes. Christopher Moran is registered as an investment adviser representative in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV and WY (CRD 3003405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Savvi Financial manage?
Savvi Financial reports $44.7M across 238 accounts in assets under management.
How do I contact Christopher Moran?
Through Christopher's website, slideshare.net/eruskaup.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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