Paul P. Salamon
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Paul Peter Salamon JR was a registered financial professional .
Paul is a previously registered financial professional and started their career in finance in 1993. Paul had worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 3, 2022 - March 31, 2025
REDWOOD PRIVATE WEALTH
January 5, 2017 - October 1, 2024
BELPOINTE ASSET MANAGEMENT LLC
October 14, 2014 - January 4, 2017
THE PATRIOT FINANCIAL GROUP, LLC
September 8, 2009 - December 23, 2016
LPL FINANCIAL LLC
September 8, 2009 - January 11, 2017
LPL FINANCIAL LLC
September 1, 2006 - September 8, 2009
WATERSTONE FINANCIAL GROUP, INC.
September 1, 2006 - September 8, 2009
WATERSTONE FINANCIAL GROUP, INC.
April 21, 2005 - September 6, 2006
MML INVESTORS SERVICES, LLC
November 30, 2004 - September 6, 2006
MML INVESTORS SERVICES, LLC
June 13, 2003 - December 15, 2004
NYLIFE SECURITIES LLC
April 2, 2002 - June 4, 2003
METROPOLITAN LIFE INSURANCE COMPANY
April 2, 2002 - June 4, 2003
MSI FINANCIAL SERVICES, INC.
October 24, 2001 - March 12, 2002
PARK AVENUE SECURITIES LLC
July 29, 1999 - August 30, 1999
NEW ENGLAND SECURITIES
July 28, 1999 - September 5, 2001
VOYA FINANCIAL ADVISORS, INC.
July 31, 1998 - June 25, 1999
NATHAN & LEWIS SECURITIES, INC.
September 14, 1993 - February 9, 1998
GUARDIAN INVESTOR SERVICES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
REDWOOD PRIVATE WEALTH
CRD#: 312942 / SEC#: 801-120723
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,788 |
| AUM (Assets Under Management) | $ 267,560,801 |
Red Flags
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