Principal and Chief Compliance Officer · Salvini Financial Planning
Brooke A. Salvini
CRD 5092961 · Named on Form ADV at one SEC-registered adviser
At a glance
Salvini Financial Planning, an SEC-registered wealth manager with $116 million in regulatory assets, lists Brooke A. Salvini on its Form ADV as Principal and Chief Compliance Officer, a control person.
Firms and roles
- Salvini Financial PlanningPrincipal and Chief Compliance OfficerWealth manager · United States · $116M in regulatory assets
AtlasMembers
Brooke’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brooke’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.