Salvatore Motta, financial advisor Glastonbury CT
93 score

Salvatore Motta

CRD Number: 5346618
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Salvatore Motta (CRD# 5346618) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Glastonbury, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Santa Monica, CA May 2013 - Current 3
Next Financial Group Inc. Lebanon, CT Apr 2010 - May 2013 3
Ameriprise Financial East Hartford, CT May 2007 - Apr 2010 2
Uconn Storrs, CT Aug 2002 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Salvatore S. Motta
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CT
  • RI
  • MA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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