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Peter Robert Salzman

Salzman Financial Management LLC

Bethel, CT

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Current Employers
Salzman Financial Management Llc

182 Grassy Plain St, Bethel, CT 06801 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-02-27
CT RA APPROVED 2004-10-21
  • NY RA
    APPROVED
    Since 2024-02-27
  • CT RA
    APPROVED
    Since 2004-10-21

Branch Locations

Bethel, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Salzman, Peter Bethel CT 01/1997 Present
Salzman Financial Management Llc Bethel CT 05/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-20
  • S65 Uniform Investment Adviser Law Examination
    1996-12-20
Other Names
  • Peter Salzman

View on SEC IAPD

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