Unclaimed Profile

Christian Dan Salomone

BALLAST ROCK PRIVATE WEALTH LLC·CHARLESTON, South Carolina

SIE, Series 7, Series 24, Series 57TO, Series 63, Series 66Clean record3 years registeredBALLAST ROCK PRIVATE WEALTH LLC

460 KING STREET, CHARLESTON, SC 29403CRD# 3110535Firm CRD# 322064

Profile Verification

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

Identity

Christian Dan Salomone · CHARLESTON, SC

Registration

CRD #3110535 · BALLAST ROCK PRIVATE WEALTH LLC · 3 years registered

Brand Profile

Not yet started

Career History

BALLAST ROCK PRIVATE WEALTH

Mar 2024 – present

BALLAST ROCK PRIVATE WEALTH

Jan 2023 – Mar 2024

CHARLESTON, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 57TO

Series 63

Series 66

Registration record

First registered · January 6, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BALLAST ROCK PRIVATE WEALTH LLC

CRD 322064 · SEC 801-129645

AUM

$171M

Regulatory assets under management

Employees

407 client accounts

Services offered by BALLAST ROCK PRIVATE WEALTH 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 BALLAST ROCK PRIVATE WEALTH LLC →

Introduction

Speak with Christian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHARLESTON?

Browse all registered financial advisors in CHARLESTON, South Carolina or claim this profile if it's yours.

Browse CHARLESTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christian Dan Salomone offer?

Christian Dan Salomone specializes in Financial Planning, Investment Management. Contact their office in CHARLESTON, South Carolina for a consultation.

What are Christian Dan Salomone's credentials?

Christian Dan Salomone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christian Dan Salomone located?

Christian Dan Salomone is based in CHARLESTON, South Carolina, working with BALLAST ROCK PRIVATE WEALTH LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Christian Dan Salomone charge for services?

Christian Dan Salomone's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BALLAST ROCK PRIVATE WEALTH LLC?

BALLAST ROCK PRIVATE WEALTH LLC has approximately 10 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →