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Cynthia Denise Salzman

Wealthcare Advisory Partners LLC

West Chester, PA

San Antonio, TX

CRD 6593756

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Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Wealthcare Advisory Partners Llc

1065 Andrew Drive, West Chester, PA 19380 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-06-26
TX RA APPROVED 2026-06-26
  • LA RA
    APPROVED
    Since 2026-06-26
  • TX RA
    APPROVED
    Since 2026-06-26

Branch Locations

1065 Andrew Drive, West Chester, PA 19380 • United States

San Antonio, TX • 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
Aspect Wealth Management San Antonio TX 12/2015 06/2026
Cetera Wealth Services, Llc El Segundo CA 04/2016 06/2026
Cetera Investment Advisers Llc Schaumburg IL 06/2023 06/2026
Wealthcare Advisory Partners Llc San Antonio TX 06/2026 Present
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; San Antonio, TX, 78247; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 2) San Antonio Parks Foundation; Not investment-related; 400 N St Mary's St , #101, San Antonio, TX. 78205; Charitable Organization; Treasurer, Finance Committee Chair; 1/2/2023; 1 hour per month; 0 during trading hours; Lead Committee in review of financial statements, preparation of budget, annual audit, and presentation to Board of Directors

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-25
  • S66 Uniform Combined State Law Examination
    2016-08-25
Other Names
  • C Denise Salzman
  • C Denise Barnes
  • Cynthia Denise Barnes

View on SEC IAPD

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