Ben J. Salm

BLUE RIVER SOUTH

Cambridge, MA

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CRD#: 5866372

Professional summary

Ben J Salm, who also goes by Benedict J. Salm, is a registered financial advisor currently at BLUE RIVER SOUTH, LLC located in Cambridge, Massachusetts.

Ben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Ben has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Benedict J. Salm

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.

Occasional consultant to Roehl & Yi Investment Advisors, LLC located at 450 Country Club Rd., Suite 200 Eugene, OR 97401. Roehl & Yi is an Investment Advisory firm and the relationship began November 2010. This absorbs approximately 6-10 hours of time during a typical month, mainly occurring during securities trading hours. Duties include collaboration on fund research, asset allocation, and other matters pertaining to the stewardship of client investments. This is an ongoing but arms-length relationship that incurs no further obligation to Blue River South, LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben J Salm'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

March 22, 2011 - Present

BLUE RIVER SOUTH, LLC

RIA

CRD#: 155807

Cambridge, 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

Florida
(8/7/2025)

IAR

Massachusetts
(3/22/2011)

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: 3/8/2011

Uniform Investment Adviser Law Examination

Current Firm

BLUE RIVER SOUTH, LLC

BLUE RIVER SOUTH, LLC | BLUE RIVER, LLC

CRD#: 155807 / SEC#:

Florida

Registered Investment Advisory firm - (8/7/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (3/22/2011 Approved)

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(617) 547-1725

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 68,530,800

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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Ben J. Salm

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ben J Salm's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE RIVER SOUTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/8/2011

Current Firm

BLUE RIVER SOUTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE RIVER SOUTH, LLC

TRUST BUT VERIFY

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