Michael M. Salerno

NPPG PLAN PROFESSIONALS

Shrewsbury, NJ 07702

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CRD#: 2553510

Professional summary

Michael Martin Salerno is a registered financial advisor currently at NPPG PLAN PROFESSIONALS, LLC located in Shrewsbury, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 11 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 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.

(1) Pinnacle Financial Services, LLC, Third- Party Administrator, President, 5 hours a month, 10% during trading hours, duties as executive overseeing business managers; (2) NPPG Employee Benefits, LLC, Member, 5 hours a month, <10% during trading hours, duties as executive overseeing business managers; (3) NPPG Fiduciary Services, LLC, Member, <10 hours a month, <10% during trading hours, duties as executive overseeing business managers; (4) NPPG Investment Services, LLC, Member, <5 hours a month, <10% during trading hours, duties as executive oversight of business operations; (5) National Professional Planning Group, Inc, President, 20 hours a month, 15% during trading hours , duties as executive overseeing business managers; (6) NPPG Record Keeping Solutions, LLC, Member, <5 hours a month, 0% during trading hours, duties executive overseeing business managers; (7) Arbor Title Services, LLC, Member, 5 hours a month, 0% during trading hours , duties as executive overseeing business managers; (8) Cypress Property Holdings, LLC, Member, <5 hours a month,10% during trading hours, duties as executive oversight of business operations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Martin Salerno'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

April 11, 2023 - Present

NPPG PLAN PROFESSIONALS, LLC

Office #1: 494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702

RIA

CRD#: 324646

Shrewsbury, NJ

Past

March 12, 2012 - January 6, 2025

NPPG INVESTMENT SERVICES, LLC

RIA

CRD#: 20833

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".

NPPG PLAN PROFESSIONALS, LLC

CRD#: 324646 / SEC#: 801-127600

RIA

Registered Investment Advisory firm - (4/6/2023 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

New Jersey
(5/2/2023)

IAR

Texas
(4/11/2023)

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

IAR

Series 65

Date: 3/8/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 8/4/1995

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/27/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/3/1999

General Securities Principal Examination

Current Firm

NPPG PLAN PROFESSIONALS, LLC

CRD#: 324646 / SEC#: 801-127600

RIA

Registered Investment Advisory firm - (4/6/2023 Approved)

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Contact information

Main Address

494 Sycamore Avenue Suite 100, Shrewsbury, NJ 07702

Mailing Address

Phone number

(732) 758-1577

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 4,548,567,781

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.

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Michael M. Salerno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Martin Salerno's CRS (Customer Relationship Summary).

Certified licenses

Experience

NPPG INVESTMENT SERVICES, LLC

VTRADER PRO, LLC

1ST DISCOUNT BROKERAGE, INC.

GARDEN STATE SECURITIES, INC.

PARK AVENUE SECURITIES LLC

FFP SECURITIES, INC.

GUARDIAN INVESTOR SERVICES LLC

GUARDIAN INVESTOR SERVICES LLC

MORGAN STANLEY DW INC.

MEYERS POLLOCK ROBBINS, INC.

COMMONWEALTH ASSOCIATES

Primary Firm SEC Registration

NPPG PLAN PROFESSIONALS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2012

Series 63

Date: 11/2/1994

Series 31

Date: 8/4/1995

Series 7

Date: 10/27/1994

Series 24

Date: 3/3/1999

Current Firm

NPPG PLAN PROFESSIONALS, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NPPG PLAN PROFESSIONALS, LLC

TRUST BUT VERIFY

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