Smara Savoy has been an investment adviser representative at We Financial Group since January 2025, and is not listed among the firm’s executive officers or direct owners.
We Financial Group LLC is a San Francisco, CA firm with $127M under management, 140 clients and 4 advisers in one office, as of its April 2026 filing.
Smara Savoy is French American Financial Planner and Investment Advisor of We Financial Group. Savoy's career began at Nestlé, followed by work in HR and Talent Acquisition and as a Financial Coach, and Savoy joined Oui Financial as a Financial Planner and Investment Advisor in late 2024.
- We Financial GroupCurrent– present · 1 yearEast Windsor, NJ · Adviser representative · Firm CRD 298549
Investment adviser representative registrations
Smara Savoy is registered as an investment adviser representative in New Jersey, since January 2025.
- New JerseySince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8010759
- Firm
- We Financial Group · CRD 298549
- Office
- East Windsor, NJ
- Registration
- Investment adviser registration
- In the industry since
- January 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wefinancial.group
Where does Smara Savoy work?
Smara Savoy is an investment adviser representative registered through We Financial Group LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Smara Savoy a financial advisor?
Yes. Smara Savoy has a current investment-adviser registration in New Jersey, through We Financial Group since January 2025.
How many years of experience does Smara Savoy have?
Smara Savoy has 1 year in the financial industry, since January 2025, across 1 adviser firm.
What exams has Smara Savoy passed?
Smara Savoy passed the Series 65 in December 2024.
Where is Smara Savoy based?
Smara Savoy’s registered office is in East Windsor, NJ.
Is Smara Savoy registered with FINRA?
No. Smara Savoy has no current broker registration.
How can I verify Smara Savoy’s record?
Search CRD 8010759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Smara Savoy’s full registration record.
