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Andrea Savva

27 Years of Experience
Paramus, NJ
2 DisclosuresBroker

Andrea Savva is a registered investment advisor at RBC Capital Markets, LLC, based in Paramus, NJ, with 27 years of industry experience. Andrea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

650 From Road, Suite 225, Paramus, NJ, 07652-3517

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2014
Denied
Customer Dispute
March 2008
Denied
Other Business Activities

Andrea is the owner of Just Footworx Academy LLC, a soccer academy for kids, since 2017. She provides funding and oversees the operation, dedicating minimal time to this venture.

Employment History
Current Registrations
RBC Capital Markets, LLC
July 2018 - Present · 8 yrs 2 mos
RBC Capital Markets, LLC
July 2018 - Present · 8 yrs 2 mos
RBC Capital Markets, LLCBroker
July 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - July 2018 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - July 2018 · 10 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2008 · 3 yrs 5 mos
Banc of America Investment Services, INC.
October 2004 - March 2008 · 3 yrs 5 mos
Quick & Reilly, INC.
June 2004 - October 2004 · 4 mos
Quick & Reilly, INC.Broker
October 2001 - October 2004 · 3 yrs
Essex National Securities, INC.Broker
November 1998 - October 2001 · 2 yrs 11 mos
Financial Network Investment CorporationBroker
April 1998 - November 1998 · 7 mos
State Registrations4 states
DCNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrea Savva - Financial Advisor | TrueAdvisor