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PS

Paul P. Salamon

BROOKWOOD INVESTMENT GROUP
BUFORD, GA
Some features on this profile are disabled
CRD#: 2317143
PS

Professional summary

Paul Peter Salamon JR is a registered financial advisor currently at BROOKWOOD INVESTMENT GROUP located in Buford, Georgia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Paul has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Peter Salamon JR's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 9, 2026 - Present

BROOKWOOD INVESTMENT GROUP

RIA
CRD#: 316544
BUFORD, GA
Past

August 3, 2022 - March 31, 2025

REDWOOD PRIVATE WEALTH

RIA
CRD#: 312942
BUFORD, GA
Past

January 5, 2017 - October 1, 2024

BELPOINTE ASSET MANAGEMENT LLC

RIA
CRD#: 143440
Buford, GA
Past

October 14, 2014 - January 4, 2017

THE PATRIOT FINANCIAL GROUP, LLC

RIA
CRD#: 172470
NEWTOWN, CT
Past

September 8, 2009 - December 23, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
NEWTOWN, CT
Past

September 8, 2009 - January 11, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
NEWTOWN, CT
Past

September 1, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
NEWTOWN, CT
Past

September 1, 2006 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
NEWTOWN, CT
Past

April 21, 2005 - September 6, 2006

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
NEWTOWN, CT
Past

November 30, 2004 - September 6, 2006

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
NEWTOWN, CT
Past

June 13, 2003 - December 15, 2004

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY
Past

April 2, 2002 - June 4, 2003

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 2, 2002 - June 4, 2003

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 24, 2001 - March 12, 2002

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

July 29, 1999 - August 30, 1999

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

July 28, 1999 - September 5, 2001

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 31, 1998 - June 25, 1999

NATHAN & LEWIS SECURITIES, INC.

BD
CRD#: 8503
NEW YORK, NY
Past

September 14, 1993 - February 9, 1998

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA
Registered Investment Advisory firm - (10/18/2021 Approved)

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
Georgia
(2/9/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/18/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/11/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/13/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BI
BROOKWOOD INVESTMENT GROUP
APO FINANCIAL | YATRA WEALTH DESIGN | THE ALCHEMISTS | T. MANN FINANCIAL | STRATEGIC ASSET PRESERVATION, INC. | REDWOOD PRIVATE WEALTH | NVISION | LAUREL WEALTH SOLUTIONS | INNOVATIVE PLANNING PARTNERS | DOVETAIL CAPITAL MANAGEMENT LLC | CK WEALTH MANAGEMENT GROUP | BURGESSER WEALTH MANAGEMENT | BROOKWOOD INVESTMENT GROUP LLC | BROOKWOOD INVESTMENT GROUP

CRD#: 316544 / SEC#: 801-122508

RIA
Registered Investment Advisory firm - (10/18/2021 Approved)
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Contact information

Main Address
3930 E. Ray Road Suite 155, Phoenix, AZ 85044
Mailing Address
Phone number
(480) 646-3504
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (32 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROOKWOOD INVESTMENT GROUP FIRM BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts6,200
AUM (Assets Under Management)$ 1,064,198,265

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

BROOKWOOD INVESTMENT GROUP

CRD#: 316544Buford, GA

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