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Americo Joseph Salvetti

The Salvetti Group

Sacramento, CA

CRD 2947134

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Employer firm

The Salvetti Group CRD 324974

$634M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
The Salvetti Group

3455 American River Dr. Suite A, Sacramento, CA 95864 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-22
TX RA APPROVED 2023-06-21
  • CA RA
    APPROVED
    Since 2023-06-22
  • TX RA
    APPROVED
    Since 2023-06-21

Branch Locations

3455 American River Dr. Suite A, Sacramento, CA 95864 • 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
Raymond James Financial Services, Inc. Sacramento CA 02/2014 06/2023
Raymond James Financial Services Advisors Inc. Sacramento CA 03/2014 06/2023
Central Valley Advisors, Llc Dba The Salvetti Group Sacramento CA 06/2023 Present
  • 02/2014 → 06/2023
    Raymond James Financial Services, Inc.
    Sacramento, CA
  • 03/2014 → 06/2023
    Sacramento, CA
  • 06/2023 → Present
    Central Valley Advisors, Llc Dba The Salvetti Group
    Sacramento, CA
Previous Registrations
Other Businesses

(1)Name of Business: n/a Address: 4633 Quail Lakes Dr, Stockton, CA, 95207, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/05/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-29
S63 Uniform Securities Agent State Law Examination 1997-12-09
  • S65 Uniform Investment Adviser Law Examination
    1999-04-29
  • S63 Uniform Securities Agent State Law Examination
    1997-12-09
Designations
  • Certified Financial Planner
Other Names
  • Americo Joseph Salvetti
  • A. J. Salvetti

View on SEC IAPD

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