Amanda Salo, financial advisor Latham NY
96 score

Amanda Salo

CRD Number: 5312900
Current Firm: Park Avenue Securities LLC

Amanda Salo (CRD# 5312900) is an Investment Advisor Representative working at Park Avenue Securities LLC in Latham, NY and has over 9 years of experience in the finance industry. Amanda Salo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Cullen Breen, CFP®, financial advisor Latham NY
Cullen Breen, CFP®
CRD# 5818590
Dutch Asset Corporation
Score
103
Similar Advisors
Howard Madlin, financial advisor Latham NY
Howard E. Madlin
CRD# 2905045
Cetera Investment Advisers LLC
Score
101
Similar Advisors
Cory Bonanno, financial advisor Latham NY
Cory C. Bonanno
CRD# 5532063
Cetera Advisor Networks LLC
Score
100
Professional Designations
Company Name Location Dates Years
Guardian Life Insurance Co Of America Albany, NY Feb 2014 - Current 2
Park Avenue Securities LLC Albany, NY Feb 2014 - Current 2
Freelance Musician Greenwood Lake, NY May 2000 - Current 16
Guardian Life Insurance Co Of America New York, NY May 2010 - Feb 2014 3
Park Avenue Securities LLC New York, NY May 2010 - Feb 2014 3
Guardian Life Insurance Co Of America New City, NY Mar 2009 - May 2010 1
Park Avenue Securities LLC New City, NY Mar 2009 - May 2010 1
The Guardian Life Ins. Company New York, NY Feb 2008 - Mar 2009 1
Park Avenue Securities New York, NY Feb 2008 - Mar 2009 1
Metlife Securities, Inc. Pearl River, NY Mar 2007 - Feb 2008 < 1
Metropolitan Life Ins. Company Pearl River, NY Mar 2007 - Feb 2008 < 1
Christman Real Estate Greenwood Lake, NY May 2004 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Amanda M. Salo
Phone Number: 1-888-600-4667
Registered State(s):
  • CT
  • SC
  • PA
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Amanda Salo and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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 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.