Unclaimed Profile

Bradley Jay Salo

CONSOLIDATED CAPITAL MANAGEMENT, LLC·BURBANK, California

SIE, Series 7, Series 24, Series 63, Series 99TOCFP28 years registeredCONSOLIDATED CAPITAL MANAGEMENT, LLC

2520 WEST OLIVE AVENUE, BURBANK, CA 91505CRD# 1674662Firm CRD# 130734

Profile Verification

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

Identity

Bradley Jay Salo · BURBANK, CA

Registration

CRD #1674662 · CONSOLIDATED CAPITAL MANAGEMENT, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CALIFORNIA CAPITAL MANAGEMENT

Jun 2004 – present

LPL FINANCIAL LLC

Apr 2004 – Mar 2013

NORTH HOLLYWOOD, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Dec 1997 – Apr 2004

WOODLAND HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 99TO

Registration record

First registered · December 15, 1997

Years registered · 28

Professional designation · CFP

Disclosure History

2010Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CONSOLIDATED CAPITAL MANAGEMENT, LLC

CRD 130734 · SEC 801-76714

AUM

$300M

Regulatory assets under management

Employees

978 client accounts

Services offered by CONSOLIDATED CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONSOLIDATED CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Jay Salo offer?

Bradley Jay Salo specializes in Financial Planning, Investment Management. Contact their office in BURBANK, California for a consultation.

What are Bradley Jay Salo's credentials?

Bradley Jay Salo holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bradley Jay Salo located?

Bradley Jay Salo is based in BURBANK, California, working with CONSOLIDATED CAPITAL MANAGEMENT, LLC. Their office serves clients in the BURBANK metropolitan area and surrounding communities.

How does Bradley Jay Salo charge for services?

Bradley Jay Salo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONSOLIDATED CAPITAL MANAGEMENT, LLC?

CONSOLIDATED CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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