David Saltzman
David Saltzman is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Alpharetta, GA, with 38 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
8000 Avalon Blvd Suite 925, Alpharetta, GA, 30009
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns VDM 305, LLC, a beach condo in Perdido Key, Florida, which serves as his primary residence and is occasionally rented out. He also owns TND Holdings, LLC, which holds other LLCs for asset protection and estate planning purposes.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Prudential Securities IncorporatedBroker
Invest Financial CorporationBroker
Pamco Securities and Insurance ServicesBroker
Bnl Securities INC.Broker
Focus Securities, INC.Broker
Mccarley and Associates, INC.Broker
Ashford Capital CorporationBroker
Shearson Lehman Brothers INC.Broker
State Registrations39 states
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