Brian C. Salcetti

SANDBOX FINANCIAL PARTNERS

BETHESDA, MD 20817

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CRD#: 4719384

Professional summary

Brian Charles Salcetti, AIF®, CIMA® is a registered financial advisor currently at SANDBOX FINANCIAL PARTNERS, LLC located in Bethesda, Maryland.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Brian has worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Charles Salcetti'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®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 11, 2018 - Present

SANDBOX FINANCIAL PARTNERS, LLC

Office #1: 6903 Rockledge Drive, Suite 300, Bethesda, MD 20817

RIA

CRD#: 297858

BETHESDA, MD

Past

June 10, 2015 - September 17, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BETHESDA, MD

Past

June 10, 2015 - September 17, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BETHESDA, MD

Past

April 25, 2014 - August 13, 2015

K-FINANCIAL, LLC

RIA

CRD#: 121397

BETHESDA, MD

Past

October 11, 2013 - June 17, 2015

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BETHESDA, MD

Past

August 19, 2013 - June 17, 2015

EQUITABLE ADVISORS, LLC

CRD#: 6627

BETHESDA, MD

Past

December 13, 2007 - August 16, 2013

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

December 13, 2007 - August 16, 2013

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

May 7, 2007 - November 26, 2007

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

CRD#: 39805

CHICAGO, IL

Past

November 16, 2004 - May 16, 2007

GUGGENHEIM DISTRIBUTORS, LLC

CRD#: 40805

ROCKVILLE, MD

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".

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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

Maryland
(9/11/2018)

IAR

Texas
(12/13/2018)

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 65

Date: 9/4/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/30/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2004

General Securities Representative Examination

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

SANDBOX FINANCIAL PARTNERS LLC | SANDBOX, LLC | SANDBOX FINANCIAL PARTNERS, LLC

CRD#: 297858 / SEC#: 801-113779

RIA

Registered Investment Advisory firm - (8/13/2018 Approved)

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Contact information

Main Address

6903 Rockledge Drive Suite 300, Bethesda, MD 20817

Mailing Address

Phone number

(301) 214-4190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SANDBOX DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/20/2026)

Regulatory assets under management

Total Number of Accounts	1,590
AUM (Assets Under Management)	$ 681,669,971

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

Brian C. Salcetti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Charles Salcetti's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDBOX FINANCIAL PARTNERS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

K-FINANCIAL, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

WADDELL & REED

IVY DISTRIBUTORS, INC.

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

GUGGENHEIM DISTRIBUTORS, LLC

Primary Firm SEC Registration

SANDBOX FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/4/2013

Series 66

Date: 8/30/2007

Series 63

Date: 7/17/2006

SIE

Date: 9/17/2018

Series 7

Date: 11/15/2004

Current Firm

SANDBOX FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SANDBOX FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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