Role at Savant Capital
- Title on Schedule A
- Chief Investment Officer
- Control
- Charles Ivey is a control person of Savant Capital.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Charles Ivey has held the filed role since January 2025.
The firm
Form ADV filed 30 July 2026
Career on record
Charles Ivey has been registered through Savant Capital since December 2023, and before that through LPL Financial LLC and Lincoln Financial Advisors Corporation.
- Savant Wealth ManagementCurrent– present · 3 yearsBirmingham, AL · Adviser representative · Firm CRD 107271
- Passed SIE · 2018
- LPL Financial LLC– · under a yearBirmingham, AL · Adviser representative · Firm CRD 6413
- Bridgeworth Wealth Management– · 12 yearsBirmingham, AL · Adviser representative · Firm CRD 164100
- Lincoln Financial Advisors Corporation– · 10 yearsBirmingham, AL · Adviser representative · Firm CRD 3978
- Passed Series 65 · 2003
- Passed Series 7 · 2002
- Passed Series 6 and Series 63 · 2001
Registrations and exams
Charles Ivey has a current investment-adviser registration in Alabama and has passed 5 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Alabama | Investment adviser representative | Approved | 4 December 2023 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 January 2003 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 August 2001 |
| SIE | Securities Industry Essentials Examination | 28 September 2018 |
| Series 7 | General Securities Representative Examination | 8 October 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 August 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Charles Zachary Ivey
- CRD
- 4402334
- Registration status
- Investment adviser registration
- Office
- 101 25th Street North, Suite 100, Birmingham, AL 35203
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Charles Ivey work?
Charles Ivey has been Chief Investment Officer of Savant Capital, LLC since January 2025, and is a control person of the firm.
Is Charles Ivey a financial advisor?
Yes. Charles Ivey has a current investment-adviser registration in Alabama, through Savant Capital since December 2023, as of 17 October 2026.
How many years of experience does Charles Ivey have?
Charles Ivey has worked in the financial industry for 25 years as of 17 October 2026, counted from 9 August 2001, across 4 adviser firms.
What exams has Charles Ivey passed?
Charles Ivey has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and SIE. The earliest, the Series 6, was passed in August 2001.
Where did Charles Ivey work before Savant Capital?
Before Savant Capital, Charles Ivey was registered through LPL Financial LLC, October 2017 to October 2017; Lincoln Financial Advisors Corporation, January 2003 to August 2012.
Where is Charles Ivey based?
Charles Ivey’s registered office is in Birmingham, AL.
Leadership at Savant Capital
- Brent BrodeskiFounder & Chief Executive Officer
- Ahmed HassaneinChief Financial Officer
- Padmanabhan PerumalChief Operating Officer
- Margaret BaerChief Compliance Officer
- Lavonne BrownChief Marketing & Communications Officer
- Kevin HrdlickaHead of Wealth
- Patrick LawlorHead of Mergers and Acquisitions
- Robert MorrisonChief Experience Officer