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Michael Saler

Forged Path Wealth Advisors LLC

Blackwood, NJ

CRD 7579060

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Employer firm

Forged Path Wealth Advisors LLC CRD 339624

Reported services (Item 5G)

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

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

Current Employers
Forged Path Wealth Advisors Llc

Blackwood, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-21
NJ RA APPROVED 2026-06-17
  • TX RA
    APPROVED_RES
    Since 2026-08-21
  • NJ RA
    APPROVED
    Since 2026-06-17

Branch Locations

Blackwood, NJ • 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
Skeeters Pub Blackwood NJ 05/2022 11/2023
Bertucci's Mt. Laurel NJ 09/2020 05/2022
Recovery Sports Grill Westampton NJ 11/2016 03/2020
Chestnut Hill College Philadelphia PA 08/2017 05/2021
Lindenwold High School Lindenwold NJ 09/2013 06/2017
Trinity Wealth Securities Llc Philadelphia PA 02/2023 03/2024
Tristate Financial Advisors Philadelphia PA 06/2022 03/2024
Puff Wealth Management Llc Haddonfield NJ 03/2024 12/2025
Forged Path Wealth Advisors Llc Blackwood NJ 11/2025 Present
  • 05/2022 → 11/2023
    Skeeters Pub
    Blackwood, NJ
  • 09/2020 → 05/2022
    Bertucci's
    Mt. Laurel, NJ
  • 11/2016 → 03/2020
    Recovery Sports Grill
    Westampton, NJ
  • 08/2017 → 05/2021
    Chestnut Hill College
    Philadelphia, PA
  • 09/2013 → 06/2017
    Lindenwold High School
    Lindenwold, NJ
  • 02/2023 → 03/2024
    Trinity Wealth Securities Llc
    Philadelphia, PA
  • 06/2022 → 03/2024
    Tristate Financial Advisors
    Philadelphia, PA
  • 03/2024 → 12/2025
    Puff Wealth Management Llc
    Haddonfield, NJ
  • 11/2025 → Present
    Blackwood, NJ
Previous Registrations
Other Businesses

- Name of other business: Brio Italian Grille - Investment-related: No - Address: 901 Haddonfield Rd, Cherry Hill Township, NJ 08002 - Nature of the other business: Restaurant - Position/title/duties: Bartender - Start date: 01/2026 - Approximate number of hours/month devoted to the other business: 80 - Number of hours devoted during securities trading hours: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-02-04
S65 Uniform Investment Adviser Law Examination 2022-06-07
  • S63 Uniform Securities Agent State Law Examination
    2023-02-04
  • S65 Uniform Investment Adviser Law Examination
    2022-06-07
Other Names
  • Michael David Saler

View on SEC IAPD

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