George A. Salter

BLOSSOM WEALTH MANAGEMENT

ALAMO, CA

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CRD#: 4512665

Professional summary

George Albert Salter II, CFP®, who also goes by George Albert Salter, is a registered financial advisor currently at BLOSSOM WEALTH MANAGEMENT, LLC located in Alamo, California.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. George has worked at 9 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Albert Salter

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.

Independent Insurance Agent; non-investment related; 2141 N. Donovan Way, San Ramon, CA 94582; Insurance sales; Agent; Since 03/2007; 0 hrs./mo.; Insurance sales of term and life products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Albert Salter II'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

June 25, 2009 - Present

BLOSSOM WEALTH MANAGEMENT, LLC

RIA

CRD#: 150402

ALAMO, CA

Past

November 21, 2013 - September 8, 2014

INSTREAM PARTNERS LLC

CRD#: 110443

SUNNYVALE, CA

Past

November 6, 2013 - September 26, 2022

CRD#: 6363

MINNEAPOLIS, MN

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".

BLOSSOM WEALTH MANAGEMENT, LLC

CRD#: 150402 / SEC#: 801-118107

RIA

Registered Investment Advisory firm - (2/19/2020 Approved)

California

Registered Investment Advisory firm - (4/12/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/26/2009)

IAR

Texas
(10/5/2020)

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: 6/11/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 11/12/2011

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 4/18/2002

General Securities Representative Examination

Current Firm

BLOSSOM WEALTH MANAGEMENT, LLC

CRD#: 150402 / SEC#: 801-118107

RIA

Registered Investment Advisory firm - (2/19/2020 Approved)

California

Registered Investment Advisory firm - (4/12/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/13/2020 Terminated)

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Contact information

Main Address

San Ramon, CA

Mailing Address

Po Box 125, Alamo, CA 94507

Phone number

(925) 833-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BWM FORM ADV PART 2A & 2B (10/3/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 335,725,049

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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Advisor Monitoring

Firm Stability Insights

George A. Salter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Albert Salter II's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSTREAM PARTNERS LLC

KW SECURITIES CORPORATION

FALLBROOK CAPITAL SECURITIES CORP.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLOSSOM WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/11/2002

SIE

Date: 10/1/2018

Series 79

Date: 11/12/2011

Series 7

Date: 4/18/2002

Current Firm

BLOSSOM WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLOSSOM WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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