Mary Salvati, financial advisor New Canaan CT
86 score

Mary Salvati

CRD Number: 865750
Current Firm: Commonwealth Strategic Advisory

Mary Salvati (CRD# 865750) is an Investment Advisor Representative working at Commonwealth Strategic Advisory in New Canaan, CT and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Commonwealth Strategic Advisory LLC Stamford, CT Jan 2014 - Current 2
Commonwealth Strategic Advisory LLC Stamford, CT Dec 2013 - Current 3
Barclays Capital Inc. New York, NY Oct 2012 - Dec 2013 1
Axa Advisors, LLC New York, NY Sep 1999 - Oct 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination May 1999
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary L. Salvati
Phone Number: 203-920-1544
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    500
    MILLIONS
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $15,151,515
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CT

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BADGES
86

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