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Financial ADVSR advisor directory · SEC adviser records

The Salvetti Group financial advisors in Sacramento, CA

Every SEC-registered investment adviser representative at a The Salvetti Group office in Sacramento, A to Z.

The short answer

4 registered advisors work at The Salvetti Group in Sacramento, out of 5 at the firm nationwide; it ranks number 29 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

The Salvetti Group advisors in Sacramento, A to Z

Every The Salvetti Group advisor →

The Salvetti Group advisors in every city and state →The Salvetti Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

The Salvetti Group advisors in other cities

Stockton, CA 1

Other firms in Sacramento

All Sacramento advisors →

Wells Fargo Clearing Services, LLC 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 47Allworth Financial, L.P. 44Morgan Stanley 44LPL Financial LLC 40Strategic Advisers LLC 39Osaic Wealth, Inc. 29Charles Schwab & Co., Inc. 20Captrust 17Edward Jones 15Ameriprise Financial Services, LLC 13J.P. Morgan Securities LLC 13

Questions

How many financial advisors does The Salvetti Group have in Sacramento?

4 investment adviser representatives are registered at The Salvetti Group offices in Sacramento, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is The Salvetti Group one of the largest advisor employers in Sacramento?

The Salvetti Group ranks number 29 in Sacramento by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 51.

How do I check a The Salvetti Group advisor in Sacramento?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the The Salvetti Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.