Andrea Salsiri

VIDENT ASSET MANAGEMENT

ALPHARETTA, GA 30009

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CRD#: 6754570

Professional summary

Andrea Salsiri is a registered financial advisor currently at VIDENT ASSET MANAGEMENT located in Alpharetta, Georgia and ALPS DISTRIBUTORS, INC. located in Denver, Colorado.

Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Andrea has worked at 3 firms and has passed the Series 63 and Series 7TO 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.

VIDENT ASSET MANAGEMENT, INVESTMENT RELATED, 1125 SANCTUARY PARKWAY STE 515 ALPHARETTA GA 30009, INVESTMENT ADVISORY, PORTFOLIO MANAGER, 03/31/2025, 160 HRS/MON, 130 HRS/MON DURING TRADING HOURS, MANAGE SMA ASSETS INCLUDING TRADING OPTIMIZING PORTFOLIOS AND RISK MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Salsiri'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®

None

Experience

Current

May 15, 2025 - Present

VIDENT ASSET MANAGEMENT

Office #1: 1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009

RIA

CRD#: 286622

ALPHARETTA, GA

Current

May 1, 2025 - Present

ALPS DISTRIBUTORS, INC.

Office #1: 1290 Broadway Suite 1000, Denver, CO 80203

CRD#: 16853

Denver, CO

Past

October 18, 2023 - March 31, 2025

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

Atlanta, GA

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".

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT

CRD#: 286622 / SEC#: 801-114538

RIA

Registered Investment Advisory firm - (1/28/2019 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/2/2025)

Alaska
(5/13/2025)

Arizona
(5/6/2025)

Arkansas
(5/12/2025)

California
(5/2/2025)

Colorado
(5/5/2025)

Connecticut
(5/2/2025)

Delaware
(5/12/2025)

District of Columbia
(5/5/2025)

Florida
(5/2/2025)

Georgia
(5/2/2025)

IAR

Georgia
(5/15/2025)

Hawaii
(5/2/2025)

Idaho
(5/2/2025)

Illinois
(5/5/2025)

Indiana
(5/6/2025)

Iowa
(5/2/2025)

Kansas
(5/2/2025)

Kentucky
(5/9/2025)

Louisiana
(5/2/2025)

Maine
(5/2/2025)

Maryland
(5/5/2025)

Massachusetts
(5/2/2025)

Michigan
(5/5/2025)

Minnesota
(5/2/2025)

Mississippi
(5/5/2025)

Missouri
(5/2/2025)

Montana
(5/5/2025)

Nebraska
(5/1/2025)

Nevada
(5/5/2025)

New Hampshire
(5/2/2025)

New Jersey
(5/1/2025)

New Mexico
(5/5/2025)

New York
(5/2/2025)

North Carolina
(5/6/2025)

North Dakota
(5/5/2025)

Ohio
(5/2/2025)

Oklahoma
(5/5/2025)

Oregon
(5/8/2025)

Pennsylvania
(5/2/2025)

Puerto Rico
(5/22/2025)

Rhode Island
(5/2/2025)

South Carolina
(5/6/2025)

South Dakota
(5/5/2025)

Tennessee
(5/2/2025)

Texas
(5/2/2025)

Utah
(5/2/2025)

Vermont
(5/2/2025)

Virgin Islands
(5/8/2025)

Virginia
(5/2/2025)

Washington
(5/5/2025)

West Virginia
(5/8/2025)

Wisconsin
(5/12/2025)

Wyoming
(5/2/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/25/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/17/2023

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VIDENT ASSET MANAGEMENT

VIDENT ADVISORY, LLC | VIDENT ASSET MANAGEMENT

CRD#: 286622 / SEC#: 801-114538

RIA

Registered Investment Advisory firm - (1/28/2019 Approved)

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Contact information

Main Address

1125 Sanctuary Pkwy Suite 515, Alpharetta, GA 30009

Mailing Address

Phone number

(404) 267-1501

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VIDENT BROCHURE FINAL 032825 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,389
AUM (Assets Under Management)	$ 12,094,371,500

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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Andrea Salsiri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Salsiri's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIDENT ASSET MANAGEMENT

ALPS DISTRIBUTORS, INC.

INVESCO CAPITAL MARKETS, INC.

Primary Firm SEC Registration

VIDENT ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 1/25/2024

Series 7TO

Date: 10/17/2023

FINRA

Current Firm

VIDENT ASSET MANAGEMENT

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIDENT ASSET MANAGEMENT

TRUST BUT VERIFY

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