Robert C. Salzer

NAV WEALTH MANAGEMENT LLC

Amesbury, MA

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CRD#: 2946800

Professional summary

Robert Charles Salzer is a registered financial advisor currently at NAV WEALTH MANAGEMENT LLC located in Amesbury, Massachusetts.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Robert has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

MR. SALZER IS ENGAGED IN THE SALE OF INSURANCE RELATED PRODUCTS OUTSIDE THE SCOPE OF SECURE PLANNING, INC. HE ACTS AS AN AGENT FOR VARIOUS INSURANCE COMPANIES. WOBURN HIGH SCHOOL SCHOLARSHIP FUND/88 MONTVALE AVE WOBURN MA/PRESIDENT/STARTED 12-01/VOLUNTEER MEMBER THE TIDD HOME INC/74 ELM ST WOBURN MA/TRUSTEE/OVERSEES A PORTFOLIO/SINCE 01-2002.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Salzer'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®

None

Experience

Current

January 2, 2015 - Present

NAV WEALTH MANAGEMENT LLC

RIA

CRD#: 174195

Amesbury, MA

Past

July 22, 2003 - March 2, 2015

SECURE PLANNING, LLC

RIA

CRD#: 42179

WOBURN, MA

Past

January 2, 2003 - March 2, 2015

SECURE PLANNING, LLC

CRD#: 42179

WOBURN, MA

Past

December 8, 1999 - December 31, 2002

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

WALTHAM, MA

Past

October 1, 1997 - December 31, 1999

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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

Massachusetts
(1/2/2015)

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 66

Date: 7/11/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/14/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/19/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/30/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NAV WEALTH MANAGEMENT LLC

CRD#: 174195 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/2/2015 Approved)

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Contact information

Main Address

Amesbury, MA

Mailing Address

Phone number

(781) 932-1617

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 25,731,644

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.

Contact information

xxxxx@xxxx.xxx

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Robert C. Salzer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Charles Salzer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURE PLANNING, LLC

SECURE PLANNING, LLC

COMMONWEALTH FINANCIAL NETWORK

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2003

Series 63

Date: 10/14/1997

SIE

Date: 3/2/2015

Series 7

Date: 3/19/2001

Series 6

Date: 9/30/1997

Current Firm

NAV WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAV WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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