David Saltzman, financial advisor Austin TX

David Saltzman

CRD Number: 4446167
Current Firm: Cetera Investment Advisers LLC

David Saltzman (CRD# 4446167) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Austin, TX and has over 22 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Cetera Advisor Networks LLC Minneapolis, MN Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
North Star Consultants Austin, TX May 2002 - Current 21
Securian Financial Services Inc. St. Paul, MN Aug 2001 - Aug 2023 22
Minnesota Life Insurance Company St. Paul, MN Aug 2001 - Aug 2023 22
C.r.i. Securities, Inc. St. Paul, MN May 2002 - Oct 2021 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2001
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for David A. Saltzman
Phone Number: 888-528-2987
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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