Unclaimed Profile

Mary Lou Salvati

COMMONWEALTH STRATEGIC ADVISORY LLC·NEW CANAAN, Connecticut

Series 1, Series 7, Series 24, Series 53, Series 63, Series 6526 years registeredCOMMONWEALTH 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 · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COMMONWEALTH STRATEGIC ADVISORY LLC

COMMONWEALTH STRATEGIC ADVISORY

Oct 2014 – Oct 2018

NEW CANAAN, CT

BARCLAYS CAPITAL INC.

Oct 2012 – Dec 2013

NEW YORK, NY

AXA ADVISORS, LLC

Mar 2000 – Oct 2012

NEW CANAAN, CT

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · March 27, 2000

Years registered · 26

Disclosure History

2007Customer 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

COMMONWEALTH STRATEGIC ADVISORY LLC

CRD 170993 · SEC 801-79584

AUM

$457M

Regulatory assets under management

Employees

32 client accounts

Services offered by COMMONWEALTH STRATEGIC ADVISORY LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COMMONWEALTH STRATEGIC ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Mary Lou Salvati offer?

Mary Lou Salvati specializes in Investment Management, Fee-Only Advisory.

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, last registered with COMMONWEALTH STRATEGIC ADVISORY LLC.

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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