David Saltzman
David Saltzman is a registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance since 2011, dedicating minimal time. He is also an independent contractor as a sports broadcaster and a financial professional for North Star Consultants of Texas.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cri Securities, LLC
Securian Financial Services, INC.
Marathon Advisors, INC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
State Registrations17 states
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