MS
MS
Michael Salmon
40 Years of Experience
New City, NY
1 DisclosureBroker
Michael Salmon is a registered investment advisor at Wells Fargo Advisors, based in New City, NY, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
New City, NY
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2008Settled
Other Business Activities
Michael is a co-trustee for his son's trust, dedicating minimal time to this investment-related activity. He also works full-time at Salmon Wealth Management LLC.
Employment History
Current Registrations
Wells Fargo Advisors
June 2022 - Present · 4 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
June 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2018 - June 2022 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
July 2014 - December 2014 · 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - June 2022 · 18 yrs 11 mos
Prudential Securities IncorporatedBroker
April 2001 - July 2003 · 2 yrs 3 mos
Salomon Smith Barney INC.Broker
January 1990 - April 2001 · 11 yrs 3 mos
Shearson Lehman Hutton INC.Broker
September 1985 - February 1990 · 4 yrs 5 mos
State Registrations21 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.