Best Investors Account Sign in
Inactive

Terence Triantafillidis

The Salvetti Group

Sacramento, CA

Claim This Profile
Current Employers
The Salvetti Group

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-02
  • CA RA
    APPROVED
    Since 2025-05-02

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Student Elk Grove CA 09/2012 03/2018
Chipotle Mexican Grill Syosset NY 03/2018 05/2019
Student Queens NY 05/2019 03/2020
Round1 Entertainment Hicksville NY 03/2020 04/2020
Unemployed Sacramento CA 10/2024 03/2025
Sacramento Credit Union Sacramento CA 12/2020 09/2022
Fidelity Investments Roseville CA 09/2022 09/2024
Central Valley Advisors, Llc Dba The Salvetti Group Sacramento CA 04/2025 Present
Unemployed Sacramento CA 05/2020 11/2020
  • 09/2012 → 03/2018
    Student
    Elk Grove, CA
  • 03/2018 → 05/2019
    Chipotle Mexican Grill
    Syosset, NY
  • 05/2019 → 03/2020
    Student
    Queens, NY
  • 03/2020 → 04/2020
    Round1 Entertainment
    Hicksville, NY
  • 10/2024 → 03/2025
    Unemployed
    Sacramento, CA
  • 12/2020 → 09/2022
    Sacramento Credit Union
    Sacramento, CA
  • 09/2022 → 09/2024
    Fidelity Investments
    Roseville, CA
  • 04/2025 → Present
    Central Valley Advisors, Llc Dba The Salvetti Group
    Sacramento, CA
  • 05/2020 → 11/2020
    Unemployed
    Sacramento, CA
Previous Registrations
  • 2024-05-24 → 2024-09-27
    Fidelity Personal And Workplace Advisors
    Folsom, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-16
S63 Uniform Securities Agent State Law Examination 2022-07-30
  • S65 Uniform Investment Adviser Law Examination
    2023-11-16
  • S63 Uniform Securities Agent State Law Examination
    2022-07-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Sacramento, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor