Samuel Saladino, financial advisor Arlington TX

Samuel Saladino

CRD Number: 2719049
Current Firm: Trinity Investment Management, LLC

Samuel Saladino (CRD# 2719049) is an Investment Advisor Representative working at Trinity Investment Management, LLC in Arlington, TX and has over 28 years of experience in the finance industry. Samuel Saladino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trinity Fiduciary Partners, LLC Arlington, TX Jan 2005 - Current 19
Matrix Capital Group, Inc. New York, NY Jan 2007 - Jan 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Samuel J. Saladino
Phone Number: 682-348-1732
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    124
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $829,565
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

IL, MI, NC, TX

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