Peter Salzman, financial advisor Bethel CT

Peter Salzman

CRD Number: 2839362
Current Firm: Salzman Financial Management LLC

Peter Salzman (CRD# 2839362) is an Investment Advisor Representative working at Salzman Financial Management LLC in Bethel, CT and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Salzman Financial Management LLC Bethel, CT May 2004 - Current 19
Salzman, Peter Bethel, CT Jan 1997 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1996
Contact Info for Peter R. Salzman
Phone Number: 203-702-0162
Firm Website: http://www.salzmanfm.com
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $418,079
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CT, NY

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