Unclaimed Profile

Mary Lou Salvati

COMMONWEALTH STRATEGIC ADVISORY LLC·NEW CANAAN, Connecticut

Clean recordCOMMONWEALTH STRATEGIC ADVISORY LLC

57 LONE TREE FARM ROAD, NEW CANAAN, CT 06840CRD# 865750Firm CRD# 170993

Profile Verification

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

Identity

Mary Lou Salvati · NEW CANAAN, CT

Registration

CRD #865750 · COMMONWEALTH STRATEGIC ADVISORY LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Lou Salvati is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with COMMONWEALTH STRATEGIC ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

COMMONWEALTH STRATEGIC ADVISORY LLC

COMMONWEALTH STRATEGIC ADVISORY

AUM

$457M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COMMONWEALTH STRATEGIC ADVISORY LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 865750

Firm CRD# 170993

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Lou Salvati offer?

Mary Lou Salvati specializes in Investment Management, Fee-Only Advisory. Contact their office in NEW CANAAN, Connecticut for a consultation.

What are Mary Lou Salvati's credentials?

Mary Lou Salvati is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Lou Salvati located?

Mary Lou Salvati is based in NEW CANAAN, Connecticut, working with COMMONWEALTH STRATEGIC ADVISORY LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.

How does Mary Lou Salvati charge for services?

Mary Lou Salvati's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COMMONWEALTH STRATEGIC ADVISORY LLC?

COMMONWEALTH STRATEGIC ADVISORY LLC has approximately 2 employees and manages $457M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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