Salvatore SaettaCRD Number: 5479434
Current Firm: J.p. Morgan Securities LLC
Salvatore Saetta (CRD# 5479434) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|J.p. Morgan Securities LLC||New York, NY||Feb 2013 - Current||5|
|Jpmorgan Chase Bank Na||New York, NY||Feb 2013 - Current||5|
|Bank Of America, Na||Great Neck, NY||May 2010 - Feb 2013||2|
|Merrill Lynch||Great Neck, NY||Jan 2010 - Feb 2013||3|
|Mml Investor Services||New York, NY||Jul 2009 - Jan 2010||< 1|
|H.d. Vest Investment Services||White Plains, NY||Jul 2009 - Jul 2009||< 1|
|Ing Financial Partners, Inc.||White Plains, NY||May 2009 - Jul 2009||< 1|
|Rhf Financial Group, LLC||White Plains, NY||May 2009 - Jul 2009||< 1|
|Ing Financial Partners||White Plains, NY||May 2009 - Jul 2009||< 1|
|Unemployed||Washingtonville, NY||Mar 2009 - Jul 2009||< 1|
|Unemployed||Washingtonville, NY||Mar 2009 - May 2009||< 1|
|Banc Of America Insurance Services, Inc.||Kingston, NY||Oct 2008 - Mar 2009||< 1|
|Banc Of America Investments||Kingston, NY||Oct 2008 - Mar 2009||< 1|
|Oppenheimer||New York, NY||Jun 2008 - Oct 2008||< 1|
|Oppenheimer & Company Inc.||New York, NY||Jan 2008 - Oct 2008||< 1|
|Oppenheimer & Co||New York, NY||Jan 2008 - Oct 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S65||NASAA Investment Advisors Law Examination||Jan 2009|
Total Assets Under Management81,562MILLIONS
Total Number of Accounts376,424ACCOUNTS
Average Account Value$216,675
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.