Raymond G. Saliba

SALIBA ASSET MANAGEMENT L.L.C.

HUNTSVILLE, AL 35801

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CRD#: 1463013

Professional summary

Raymond Gary Saliba MR, CFP®, who also goes by Raymond Gary Saliba, is a registered financial advisor currently at SALIBA ASSET MANAGEMENT L.L.C. located in Huntsville, Alabama.

Raymond is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Raymond has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Raymond Gary Saliba

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM PRESIDENT OF PRETIUM CAPITAL GROUP, INC. WHICH IS A NON-INVESTMENT RELATED BUSINESS. THE BUSINESS PROVIDES VALUATION SERVICES TO PRIVATE COMPANIES. I STARTED PRETIUM IN 1999 TO INDEPENDENTLY PROVIDE VALUATION SERVICES THAT WERE PREVIOUSLY PROVIDED BY SALIBA FINANCIAL ECONOMICS GROUP. I DEVOTE APPROXIMATELY 75% OF MY TIME TO PRETIUM AND 6 HOURS PER DAY DURING SECURITIES TRADING HOURS. MY ROLE IS TO PROVIDE VALUATION SERVICES TO PRIVATE COMPANIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Gary Saliba MR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 29, 2004 - Present

SALIBA ASSET MANAGEMENT L.L.C.

Office #1: 112 South Side Square Suite C, Huntsville, AL 35801

RIA

CRD#: 123646

HUNTSVILLE, AL

Past

June 23, 1987 - August 25, 1988

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

February 19, 1986 - January 12, 1987

NEW ENGLAND SECURITIES

CRD#: 615

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(11/29/2004)

IAR

Texas
(3/31/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/6/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/15/1986

General Securities Representative Examination

Current Firm

SALIBA ASSET MANAGEMENT L.L.C.

SALIBA ASSET MANAGEMENT L.L.C. | SALIBA FINANCIAL ECONOMICS GROUP, INC.

CRD#: 123646 / SEC#:

Alabama

Registered Investment Advisory firm - (1/3/1996 Approved)

Texas

Registered Investment Advisory firm - (3/31/2008 Conditional Restricted)

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Contact information

Main Address

112 South Side Square Suite C And D, Huntsville, AL 35801

Mailing Address

Phone number

(256) 539-3965

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 52,904,348

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Raymond G. Saliba

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Raymond Gary Saliba MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALIBA ASSET MANAGEMENT L.L.C.

GREEN HILL FINANCIAL SERVICE CORPORATION

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 63

Date: 3/6/1986

Series 7

Date: 2/15/1986

Current Firm

SALIBA ASSET MANAGEMENT L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALIBA ASSET MANAGEMENT L.L.C.

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