Timothy E. Sallade
LAKE TAHOE WEALTH MANAGEMENT | Chief Investment Officer
MELBOURNE, FL
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CRD#: 4575512
Professional summary
Timothy Earl Sallade, CFP® is a registered financial advisor currently at LAKE TAHOE WEALTH MANAGEMENT, INC. located in Melbourne, Florida.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Timothy has worked at 1 firm .
Biography
Tim joined LTWM in 2014. He champions the Investment Committee and leads integrated portfolio management, opportunistic rebalancing and unbiased financial guidance that aligns with clients' values-based life goals.
Tim was introduced to factor-based stock screens as a student portfolio manager of the Cayuga Fund, a long-short hedge fund at Cornell’s Johnson School during 2001-2002, where he received his MBA with distinction in 2002. The primary factors of Value, Size, Profitability, Quality and Momentum play an important role in the selection of investments within LTWM’s globally diversified portfolios. Tim received his Chartered Financial Analyst designation in 2007 and his Certified Financial Planner designation in 2009.
Tim has over two decades of wealth management experience and holds the fiduciary standard at the highest level in all client relationships. He has specific expertise in optimizing corporate benefits, managing concentrated stock positions, cash flow planning, tax efficiency and retirement plans. His approach is grounded in empirical analysis and research. Tim continually hones his expertise, staying abreast of financial innovations along with a large network of peers.
Active in the CFA Society of Orlando, a past board member of the CFA Society of Rochester, NY and the Financial Planning Association, he embodies a blend of theoretical insight and practical application in wealth management. Tim is a certified yoga instructor, still plays competitive soccer and in conversation, you will notice his enthusiasm for the new field of Medicine 3.0, longevity and healthspan.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Investment Planning
Budgeting
Education Planning
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Earl Sallade'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
March 22, 2016 - Present
LAKE TAHOE WEALTH MANAGEMENT, INC.
RIA
CRD#: 166173
MELBOURNE, FL
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".
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)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(3/22/2016)
IAR
Florida(9/11/2020)
Exams
Current Firm
LAKE TAHOE WEALTH MANAGEMENT, INC.
LAKE TAHOE WEALTH MANAGEMENT, INC. | LAKE TAHOE WEALTH MANAGEMENT, LLC
CRD#: 166173 / SEC#: 801-108216
RIA
Registered Investment Advisory firm - (8/5/2016 Approved)California
Registered Investment Advisory firm - (10/7/2016 Terminated)Nevada
Registered Investment Advisory firm - (10/17/2016 Terminated)New York
Registered Investment Advisory firm - (9/7/2016 Terminated)North Carolina
Registered Investment Advisory firm - (9/13/2016 Terminated)South Carolina
Registered Investment Advisory firm - (9/7/2016 Terminated)Texas
Registered Investment Advisory firm - (9/7/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Folsom, CA
Mailing Address
Phone number
(855) 515-5896
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 971 |
| AUM (Assets Under Management) | $ 257,190,431 |
Red Flags
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Company Information
LAKE TAHOE WEALTH MANAGEMENT, INC.
Chief Investment OfficerCRD#: 166173Melbourne, FLTRUST BUT VERIFY
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