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PS

Peter R. Salzman

SALZMAN FINANCIAL MANAGEMENT LLC
BETHEL, CT
Some features on this profile are disabled
CRD#: 2839362
PS

Professional summary

Peter Robert Salzman, CFP®, who also goes by Peter Salzman, is a registered financial advisor currently at SALZMAN FINANCIAL MANAGEMENT LLC located in Bethel, Connecticut.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Peter has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Salzman

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 Peter Robert Salzman'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®

Certified Financial Planner

Start date: 2006

Experience

Current

October 21, 2004 - Present

SALZMAN FINANCIAL MANAGEMENT LLC

RIA
CRD#: 127340
BETHEL, CT

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
Connecticut
(10/21/2004)
IAR
New York
(2/27/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/1996
Uniform Investment Adviser Law Examination

Current Firm

SF
SALZMAN FINANCIAL MANAGEMENT LLC
SALZMAN FINANCIAL MANAGEMENT | SALZMAN, PETER | SALZMAN FINANCIAL MANAGEMENT LLC

CRD#: 127340 / SEC#:

Connecticut
Registered Investment Advisory firm - (2/7/1997 Approved)
New York
Registered Investment Advisory firm - (12/16/2004 Approved)
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Contact information

Main Address
182 Grassy Plain St, Bethel, CT 06801
Mailing Address
Phone number
(203) 702-0162
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts94
AUM (Assets Under Management)$ 44,393,568

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

SALZMAN FINANCIAL MANAGEMENT LLC

CRD#: 127340Bethel, CT

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