Matthew Salerno, financial advisor Mechanicsburg PA

Matthew Salerno

CRD Number: 7266545
Current Firm: Aua Private Wealth Advisors, LLC

Matthew Salerno (CRD# 7266545) is an Investment Advisor Representative working at Aua Private Wealth Advisors, LLC in Mechanicsburg, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Robert Allan, financial advisor Mechanicsburg PA
Robert W. Allan
CRD# 5262146
Johnson & White Wealth Management LLC
Similar Advisors
Russell Allen, financial advisor Mechanicsburg PA
Russell L. Allen
CRD# 4815634
Edward Jones
Similar Advisors
Domini Allison, financial advisor Mechanicsburg PA
Domini M. Allison
CRD# 5813419
Cambridge Investment Research Advisors, Inc.
Company Name Location Dates Years
Arq Advisors LLC West Conshohocken, PA Oct 2023 - Current < 1
Aua Private Wealth Advisors, LLC West Conshohocken, PA Jul 2023 - Current < 1
Goldman Sachs & Company LLC Philadelphia, PA Jun 2020 - Apr 2023 2
University Of Pittsburgh Pittsburgh, PA Aug 2016 - Apr 2020 3
University Of Pittsburgh Medic Pittsburgh, PA Jun 2019 - Aug 2019 < 1
University Of Pittsburgh Pittsburgh, PA May 2018 - Aug 2018 < 1
Aua Capital Management Camp Hill, PA May 2017 - Jan 2018 < 1
Mid Penn Bank Corp Harrisburg, PA May 2017 - Aug 2017 < 1
Giant Food Stores Mechancisburg, PA Apr 2016 - Jul 2016 < 1
Trinity High School Camp Hill, PA Oct 2012 - May 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2020
S66 NASAA Uniform Combined State Law Examination Jul 2023
Contact Info for Matthew E. Salerno
Phone Number: (484) 965-0991
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $1,383,484
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States

PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.