Thomas J. Salvino
PERFORMANCE WEALTH | CEO
Hinsdale, IL 60521
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CRD#: 2332046
Professional summary
Thomas John Salvino, AIF®, CFP® is a registered financial advisor currently at PERFORMANCE WEALTH located in Hinsdale, Illinois.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Thomas has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Financial planning
Trust & estate planning
Trading individual securities
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
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.
(1) Five Goals, LLC; Not-investment related; 4307 Prospect Ave., Western Springs, IL 60558; Manager; 05/2014; One (1) hour per month; Zero (0) hours during securities trading hours; Real-estate consulting for a family trust. (3) Lions Club; Not-investment related; 211 S Prospect Ave., Elmhurst, IL 60126; Member; 01/2019 Start Date; One (1) hour per month; Zero (0) hours during securities trading hours; Member and Volunteer of the non-profit organization. (4) Anovian; Not Investment-Related; 311 S. Wacker Dr., #5300, Chicago, IL 60606; Passive Investor; 02/27/2023; The company makes material for electric batteries.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas John Salvino'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®
Start date: 2009
Experience
Current
January 19, 2021 - Present
PERFORMANCE WEALTH
Office #1: 36 E. Hinsdale Ave, Hinsdale, IL 60521Office #2: 4851 Tamiami Trail North Suite 200, Naples, FL 34103RIA
CRD#: 311735
Hinsdale, IL
Past
September 20, 2006 - February 9, 2021
WILLIAM BLAIR
RIA
CRD#: 1252
CHICAGO, IL
Past
May 24, 1993 - February 9, 2021
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
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".
PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS
CRD#: 311735 / SEC#: 801-120074
RIA
Registered Investment Advisory firm - (1/4/2021 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
California(1/19/2021)
IAR
Florida(3/12/2021)
IAR
Illinois(1/26/2021)
IAR
Texas(1/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
PW
PERFORMANCE WEALTH
PERFORMANCE WEALTH | PERFORMANCE WEALTH PARTNERS, LLC | PERFORMANCE WEALTH PARTNERS | PERFORMANCE WEALTH ADVISORS, LLC | PERFORMANCE WEALTH ADVISORS
CRD#: 311735 / SEC#: 801-120074
RIA
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Contact information
Main Address
36 E. Hinsdale Ave, Hinsdale, IL 60521
Mailing Address
Phone number
(630) 686-5715
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,296 |
| AUM (Assets Under Management) | $ 3,387,124,011 |
Red Flags
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Company Information
PERFORMANCE WEALTH
CEOCRD#: 311735Hinsdale, IL 60521TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
