Salvadore SalvoCRD Number: 409637
Current Firm: Summit Financial, LLC
Salvadore Salvo (CRD# 409637) is an Investment Advisor Representative working at Summit Financial, LLC in Parsippany, NJ and has over 25 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Summit Financial, LLC||Parsippany, NJ||Nov 2018 - Current||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Sep 2018 - Current||3|
|Summit Equities, Inc.||Parsippany, NJ||Oct 1982 - Dec 2018||36|
|Summit Financial Resources, Inc.||Parsippany, NJ||Oct 1982 - Sep 2018||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management6,475MILLIONS
Total Number of Accounts10,284ACCOUNTS
Average Account Value$629,647
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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