Michael Saltiel (CRD# 6076004) is an Investment Advisor Representative. Michael graduated from the University of Delaware with a B.S. in Finance and a focus on investments and derivative securities. He has completed the Series 7, Series 66, and Life/Health Insurance license exams. Michael is an Accredited Wealth Management AdvisorSM (AWMA®) and a Chartered Retirement Planning CounselorSM (CRPC®), designations granted by The College for Financial Planning.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Securities, Inc. | Fresno, CA | Jun 2018 - Current | 5 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jun 2018 - Current | 5 |
| Aqua Grill, LLC | Rehoboth Beach, DE | May 2010 - Aug 2019 | 9 |
| Infinity Financial Services | Oakland, CA | Aug 2016 - Jun 2018 | 1 |
| Sunstreet Securities, LLC | Avondale, AZ | Jul 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2012 |
- CA
- FL
- ME
- OH
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, VI, VT, WA, WI, WV, WY
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