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MS

Matthew J. Salcedo

SALCEDO FINANCIAL SERVICES
Mckeesport, PA 15132
Some features on this profile are disabled
CRD#: 6921344
MS

Professional summary

Matthew James Salcedo is a registered financial advisor currently at SALCEDO FINANCIAL SERVICES located in Mckeesport, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Matthew has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

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 Matthew James Salcedo'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

May 4, 2022 - Present

SALCEDO FINANCIAL SERVICES

Office #1: 2504 Walnut St, Mckeesport, PA 15132
RIA
CRD#: 318439
Mckeesport, PA
Past

November 18, 2019 - November 5, 2020

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Severna Park, MD
Past

June 14, 2019 - November 5, 2020

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
SEVERNA PARK, MD
Past

April 5, 2018 - May 31, 2019

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
OWINGS MILLS, MD

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
Pennsylvania
(5/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/11/2018
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/5/2018
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SF
SALCEDO FINANCIAL SERVICES
MATTHEW JAMES SALCEDO | SALCEDO FINANCIAL SERVICES, INC. | SALCEDO FINANCIAL SERVICES INC | SALCEDO FINANCIAL SERVICES

CRD#: 318439 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (5/3/2022 Approved)
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Contact information

Main Address
2504 Walnut St, Mckeesport, PA 15132
Mailing Address
Phone number
(412) 926-5017
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

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Company Information

SALCEDO FINANCIAL SERVICES

CRD#: 318439Mckeesport, PA 15132

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