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Saltmarsh Financial Advisors, LLC CRD 132248
$357M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 N 12Th Avenue, Pensacola, FL 32501-3305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Georgia | Athens | GA | 08/2014 | 05/2018 |
| Saltmarsh, Cleaveland & Gund | Pensacola | FL | 10/2018 | 01/2019 |
| Saltmarsh Financial Advisors, Llc | Pensacola | FL | 01/2019 | Present |
| Paytech Commercial | Gulf Breeze | FL | 07/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-20 |
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