Jeffrey S. Salvati

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CRD#: 4607035

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffrey Scott Salvati, who also goes by Jeffrey S Salvati, was a registered financial advisor .

Jeffrey is a previously registered financial advisor and started their career in finance in 2003. Jeffrey had worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeffrey S Salvati

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

November 23, 2009 - February 12, 2010

BERKSHIRE ADVISORS, INC.

RIA

CRD#: 122389

WYOMISSING, PA

Past

September 16, 2005 - December 31, 2007

ASCENDA CAPITAL LLC

RIA

CRD#: 136781

READING, PA

Past

January 12, 2004 - October 28, 2004

ICAP INVESTMENT ADVISORS LLC

RIA

CRD#: 129870

SCOTTSDALE, AZ

Past

January 10, 2003 - October 24, 2003

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

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".

BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC. | KEMMERER & COMPANY FINANCIAL SERVICES

CRD#: 122389 / SEC#: 801-126064

RIA

Registered Investment Advisory firm - (11/15/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/8/2024 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 8/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/11/2002

General Securities Representative Examination

Current Firm

BERKSHIRE ADVISORS, INC.

BERKSHIRE ADVISORS, INC. | KEMMERER & COMPANY FINANCIAL SERVICES

CRD#: 122389 / SEC#: 801-126064

RIA

Registered Investment Advisory firm - (11/15/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (1/8/2024 Terminated)

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Contact information

Main Address

2240 Ridgewood Road Suite 101, Wyomissing, PA 19610

Mailing Address

Phone number

(610) 376-6970

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BERKSHIRE ADVISORS, INC. (1/31/2025)

BERKSHIRE ADVISORS ADV 2A 082022 (1/31/2025)

Regulatory assets under management

Total Number of Accounts	263
AUM (Assets Under Management)	$ 106,669,148

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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Jeffrey S. Salvati

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BERKSHIRE ADVISORS, INC.

ASCENDA CAPITAL LLC

ICAP INVESTMENT ADVISORS LLC

QUEST CAPITAL STRATEGIES, INC.

Primary Firm SEC Registration

BERKSHIRE ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2002

Series 7

Date: 7/11/2002

Current Firm

BERKSHIRE ADVISORS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BERKSHIRE ADVISORS, INC.

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