Salvatore Fradella
Salvatore Fradella is a registered investment advisor at Maxim Financial Advisors LLC, based in Woodbury, NY, with 39 years of industry experience. Salvatore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 747 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are negotiated between you and your advisor. Wrap account fees range from 0.1% to 2.5% annually. For customized hedge fund portfolios, Maxim Financial Advisors' fee ranges up to 1.5% annually, in addition to Crystal Capital Partners' fee of up to 1.5% and underlying managers' fees.
Location
20 Crossways Park Drive North, Suite 304, Woodbury, NY, 11797
Get directionsHistory
Regulatory History (7)
Customer Dispute
April 2009Regulatory
February 2004Regulatory
February 2003Customer Dispute
July 2001Customer Dispute
June 1997Customer Dispute
December 1994Customer Dispute
October 1994Other Business Activities
Salvatore is the president of Boulder Road & Associates since 2001. He devotes no time to this activity during securities and non-securities hours.
Employment History
Current Registrations
Maxim Financial Advisors LLC
Maxim Group LLCBroker
Previous Registrations
Investec Ernst & CompanyBroker
Joseph Dillon & Company INC.Broker
Rickel & Associates, INC.Broker
South Richmond Securities, INC.Broker
Marshall Davis, INC.Broker
Marketfield Securities LimitedBroker
Outwater & Wells, INC.Broker
Viceroy International Securities CORP.Broker
First Jersey Securities, INC.Broker
State Registrations43 states
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.