BS
BS
Bernard Salzman
55 Years of Experience
Baltimore, MD
3 DisclosuresBrokerSells Insurance
Bernard Salzman is a registered investment advisor, based in Baltimore, MD, with 55 years of industry experience.
Location
100 International Drive, 23rd Floor, Baltimore, MD, 21202
Get directionsHistory
Regulatory History (3)
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Customer Dispute
September 2008Denied
Customer Dispute
August 1997Denied
Regulatory
March 1975Final
Other Business ActivitiesSells Insurance
Bernard is an owner at SMH Capital Group, working as a financial advisor, and an advisor and partner at Steward Partners Investment Advisory LLC, providing advisory services. He also works as an agent for Steward Partners Global Advisory selling fixed life, disability health, immediate and fixed annuities and long term care, dedicating minimal time to this.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2017 - May 2022 · 4 yrs 7 mos
Morgan StanleyBroker
June 2009 - October 2017 · 8 yrs 4 mos
Morgan Stanley
June 2009 - October 2017 · 8 yrs 4 mos
Morgan Stanley & CO. Incorporated
August 2008 - June 2009 · 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
UBS Financial Services INC.
May 2003 - August 2008 · 5 yrs 3 mos
UBS Financial Services INC.Broker
May 2003 - August 2008 · 5 yrs 3 mos
Ryan Beck & CO.Broker
April 2002 - May 2003 · 1 yr 1 mo
Ryan Beck & CO.
October 1993 - May 2003 · 9 yrs 7 mos
Gruntal & CO., L.L.C.Broker
November 1979 - May 2002 · 22 yrs 6 mos
Blyth Eastman Dillon & CO. IncorporatedBroker
June 1976 - December 1979 · 3 yrs 6 mos
Janus Securities INCBroker
February 1974 - October 1976 · 2 yrs 8 mos
Bache & CO IncorporatedBroker
April 1971 - February 1974 · 2 yrs 10 mos
Alex. Brown & SonsBroker
September 1970 - May 1971 · 8 mos
State Registrations27 states
AZCACODCDEFLGAIDLAMAMDMEMIMONCNJNMNVNYORPASCTXVAWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.