Dario Fusato
Advisor at Savvly Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Savvly Advisor
Location
Boulder, CO 80302
Credentials
Series 63, Series 65
Industry experience
1 year
About
Dario Fusato is a financial advisor at Savvly Advisor, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Aon and Arthur J. Gallagher & Co. Outside of his advisory role, he operates an insurance agency and serves as a sponsor, general partner, or managing member of private funds. Savvly Advisor provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, along with consulting for employee benefit plans such as 401(k)s. The firm employs a combination of modern portfolio theory and technical analysis to execute client-specific Investment Policy Statements through discretionary, long-term trading strategies and maintains an active pension consulting practice.
Client services
Based on Savvly Advisor
Portfolio management
Pension consulting
Provide advice to an etf
Fee options
1.50% annually for all assets
Some supervised persons receive commissions from insurance product sales as outside business activities, disclosed conflicts of interest
Location
1035 Pearl Street, Suite 322
Boulder, CO 80302
Most active in
Dario F has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Savvly Advisor, LLC
2024 - Present (2 years)
Savvly
2022 - Present (4 years)
Risk Agencies
2019 - Present (7 years)
Arthiur J. Gallagher & Co.
2013 - 2019 (6 years)
Aon
2009 - 2023 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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