Inactive

Charles Joseph Salvo

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Current Employers

Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2018-12-13

NJ RA
APPROVED

Since 2018-12-13

Branch Locations

229 E. Main St, Manasquan, NJ 08736 • 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

Organization	City	State	From	To
Mariner Wealth Advisors	Manasquan	NJ	10/2018	Present
Bny Mellon Wealth Management	New York	NY	09/2016	10/2018
Student/Unemployed	Manasquan	NJ	10/2008	09/2016

10/2018 → Present

Mariner Wealth Advisors

Manasquan, NJ
09/2016 → 10/2018

Bny Mellon Wealth Management

New York, NY
10/2008 → 09/2016

Student/Unemployed

Manasquan, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-04

S65 Uniform Investment Adviser Law Examination

2018-12-04

Other Names

Chaz Salvo

View on SEC IAPD

Other Firms

PERSONAL FINANCIAL SOLUTIONS, LLC

KML FINANCIAL SERVICES GROUP, L.L.C.

THE PRIVATE CLIENT ADVISORY GROUP, LLC

CETERA INVESTMENT ADVISERS LLC

AEGIS CAPITAL CORP.

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

RILEX CAPITAL LLC

Other Investors

Nicholas Alfred Gargiulo

MARK ANTHONY FACCONE

Renee Danielle Pepia

JOHN JOSEPH LEE

KENNETH PATRICK LEBLANC

DANIEL ANTHONY DELROSSO

Other Offices

PERSONAL FINANCIAL SOLUTIONS, LLC · MANASQUAN, NJ

KML FINANCIAL SERVICES GROUP, L.L.C. · MANASQUAN, NJ

THE PRIVATE CLIENT ADVISORY GROUP, LLC · MANASQUAN, NJ

CETERA INVESTMENT ADVISERS LLC · MANASQUAN, NJ

PERSONAL FINANCIAL SOLUTIONS, LLC · Manasquan, NJ

AEGIS CAPITAL CORP. · MANASQUAN, NJ

LPL FINANCIAL LLC · MANASQUAN, NJ

OSAIC WEALTH, INC. · Manasquan, NJ

More in Manasquan, NJ

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