Unclaimed Profile

Marc Douglas Salyers

SANDIFER WEALTH MANAGEMENT, INC.·MOBILE, Alabama

SIE, Series 7, Series 66Clean record10 years registeredSANDIFER WEALTH MANAGEMENT, INC.

3615 OLD SHELL ROAD, MOBILE, AL 36608CRD# 6560150Firm CRD# 166948

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Douglas Salyers · MOBILE, AL

Registration

CRD #6560150 · SANDIFER WEALTH MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

WAVERLY ADVISORS, LLC

Jan 2023 – present

SANDIFER WEALTH MANAGEMENT, INC.

Jul 2017 – Mar 2023

MOBILE, AL

APTUS CAPITAL ADVISORS, LLC

Feb 2016 – Jun 2017

Fairhope, AL

MORGAN STANLEY

Dec 2015 – Feb 2016

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 18, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SANDIFER WEALTH MANAGEMENT, INC.

CRD 166948 · SEC 801-79414

Employees

Total firm employees

Services offered by SANDIFER WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SANDIFER WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Marc Douglas Salyers offer?

Marc Douglas Salyers specializes in Financial Planning, Investment Management. Contact their office in MOBILE, Alabama for a consultation.

What are Marc Douglas Salyers's credentials?

Marc Douglas Salyers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marc Douglas Salyers located?

Marc Douglas Salyers is based in MOBILE, Alabama, working with SANDIFER WEALTH MANAGEMENT, INC.. Their office serves clients in the MOBILE metropolitan area and surrounding communities.

How does Marc Douglas Salyers charge for services?

Marc Douglas Salyers's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDIFER WEALTH MANAGEMENT, INC.?

SANDIFER WEALTH MANAGEMENT, INC. has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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