Robert R. Salzman
Professional summary
Robert Ray Salzman, CFP®, who also goes by Robert R Salzman, is a registered financial advisor currently at RB SALZMAN WEALTH MANAGEMENT, LLC located in Arlington Heights, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Robert has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Ray Salzman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
March 13, 2015 - Present
RB SALZMAN WEALTH MANAGEMENT, LLC
February 4, 2014 - February 20, 2015
EQUITABLE ADVISORS, LLC
June 21, 2013 - February 20, 2015
EQUITABLE ADVISORS, LLC
May 27, 2005 - August 7, 2006
BLACKROCK INVESTMENTS, LLC
December 19, 2000 - May 13, 2005
DEAM INVESTOR SERVICES, INC.
December 22, 1993 - October 26, 1995
WELLS FARGO SECURITIES INC.
November 6, 1990 - December 6, 1993
TOWER SQUARE SECURITIES, INC.
May 21, 1987 - July 28, 1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2015)
Exams
Current Firm
RB SALZMAN WEALTH MANAGEMENT, LLC
CRD#: 174941 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 35,582,091 |
Red Flags
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