Unclaimed Profile

Steven Lee Salter

PANORAMIC INVESTMENT ADVISORS, LLC·GLENDALE, Colorado

SIE, Series 7, Series 66Clean record24 years registeredPANORAMIC INVESTMENT ADVISORS, LLC

650 SOUTH CHERRY STREET,, GLENDALE, CO 80246CRD# 1948218Firm CRD# 290770

Profile Verification

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

Identity

Steven Lee Salter · GLENDALE, CO

Registration

CRD #1948218 · PANORAMIC INVESTMENT ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PANORAMIC INVESTMENT ADVISORS, LLC

PANORAMIC INVESTMENT ADVISORS

Dec 2017 – Apr 2025

GLENDALE, CO

SII INVESTMENTS, INC.

Mar 2002 – Dec 2017

GLENDALE, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 20, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PANORAMIC INVESTMENT ADVISORS, LLC

CRD 290770 · SEC 801-112146

AUM

$242M

Regulatory assets under management

Employees

955 client accounts

Services offered by PANORAMIC INVESTMENT ADVISORS, 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 PANORAMIC INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Lee Salter offer?

Steven Lee Salter specializes in Financial Planning, Investment Management.

What are Steven Lee Salter's credentials?

Steven Lee Salter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Lee Salter located?

Steven Lee Salter is based in GLENDALE, Colorado, last registered with PANORAMIC INVESTMENT ADVISORS, LLC.

How does Steven Lee Salter charge for services?

Steven Lee Salter'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 PANORAMIC INVESTMENT ADVISORS, LLC?

PANORAMIC INVESTMENT ADVISORS, LLC has approximately 12 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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