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CS

Caden L. Salvino

NORTH WALES, PA
Some features on this profile are disabled
CRD#: 7617475
CS
Caden Louis Salvino

Professional summary

Caden Louis Salvino, who also goes by Caden L Salvino, Caden Salvino, was a registered financial advisor .

Caden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Caden had worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Caden L Salvino | Caden Salvino

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

Current

June 29, 2026 - Present

NORTH WALES, PA
Past

December 4, 2024 - April 25, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Wayne, PA
Past

December 4, 2024 - April 25, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Wayne, PA
Past

July 10, 2024 - October 10, 2024

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
HORSHAM, PA
Past

November 20, 2023 - October 10, 2024

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HORSHAM, PA

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
(6/29/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/11/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/18/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2023
Securities Industry Essentials Examination

Current firm

No current employment

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.

Company Information

No current employment

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