Bernard Lawrence Salamone

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1992 → Present
  Salamone & Salamone
  Rochester, NY
• 08/2011 → 12/2021
  Leigh Baldwin & Co., Llc
  Cazenovia, NY
• 08/2001 → 11/2021
  Mirsky Financial Management Corp.
  Rochester, NY
• 12/2021 → Present
  Mercer Global Advisors
  Rochester, NY

Previous Registrations

• 2021-08-25 → 2022-03-25
  Mirsky Financial Management Corp.
  Rochester, NY

Other Businesses

Salamone & Salamone Law Firm; Investment-related; 375 Woodcliff Drive, Suite 1C, Fairport, NY 14450; Law firm; Owner; 01/15/1992; 15-20 hrs. per month; Perform legal services in the real estate and estate planning/administration area. Some work is referred to outside legal firms.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-02-09

Designations

• Certified Financial Planner