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Stephen Barry Salzman

SALZMAN & CO., INC.·PITTSFORD, New York
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20 OFFICE PARK WAY, PITTSFORD, NY 14534CRD# 1748711Firm CRD# 159703
01

About

Stephen Barry Salzman is a registered financial advisor based in PITTSFORD, New York, affiliated with SALZMAN & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
SALZMAN & CO., INC.
SALZMAN & CO., INC.
AUM
$162M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at SALZMAN & CO., INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1748711
Firm CRD# 159703
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Barry Salzman offer?
Stephen Barry Salzman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PITTSFORD, New York for a consultation.
What are Stephen Barry Salzman's credentials?
Stephen Barry Salzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Barry Salzman located?
Stephen Barry Salzman is based in PITTSFORD, New York, working with SALZMAN & CO., INC.. Their office serves clients in the PITTSFORD metropolitan area and surrounding communities.
How does Stephen Barry Salzman charge for services?
Stephen Barry Salzman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALZMAN & CO., INC.?
SALZMAN & CO., INC. is a registered investment adviser with the SEC, managing $162M in regulatory assets under management. See their Form ADV for full details.
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Douglas Turner Graves
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