Brayden Sallee

MARIDEA WEALTH MANAGEMENT

MARIETTA, OH 45750

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CRD#: 7846187

Professional summary

Brayden Sallee is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Marietta, Ohio and PRIVATE CLIENT SERVICES, LLC located in Marietta, Ohio.

Brayden is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Brayden has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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 Brayden Sallee'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

June 1, 2026 - Present

MARIDEA WEALTH MANAGEMENT

Office #1: 324 4th Street, Marietta, OH 45750

RIA

CRD#: 325523

MARIETTA, OH

Current

June 5, 2026 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 324 4th Street, Marietta, OH 45750

RIA

CRD#: 120222

Marietta, OH

Past

October 31, 2025 - June 15, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

MARIETTA, OH

Past

June 23, 2025 - June 15, 2026

LPL FINANCIAL LLC

CRD#: 6413

MARIETTA, OH

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".

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 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

IAR

Ohio
(6/1/2026)

Ohio
(6/5/2026)

IAR

Texas
(6/1/2026)

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

IAR

Series 66

Date: 10/30/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/19/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Mailing Address

Phone number

(347) 289-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts	4,904
AUM (Assets Under Management)	$ 958,721,478

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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Brayden Sallee

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brayden Sallee's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIDEA WEALTH MANAGEMENT

PRIVATE CLIENT SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

MARIDEA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 10/30/2025

Series 7TO

Date: 6/23/2025

SIE

Date: 7/19/2024

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIDEA WEALTH MANAGEMENT

TRUST BUT VERIFY

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