SS
CFP
SS
CFP

Salvatore Schittino

13 Years of Experience
Latham, NY
BrokerSells Insurance

Salvatore Schittino is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Latham, NY, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

11 Sunset Drive, Latham, NY, 12110

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Salvatore is an employee of The Kelton Financial Group (since 2019) and Kelton Financial Group DBA (since 2020), spending nearly full-time providing client services and maintaining relationships. He is also an employee of KAFL Insurance (since 2018), working as an insurance general agent for minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2019 - Present · 7 yrs
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2014 - September 2019 · 5 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
January 2014 - September 2019 · 5 yrs 8 mos
Goldman, Sachs & CO.Broker
October 2013 - November 2013 · 1 mo
Northwestern Mutual Investment Services,llc
May 2013 - October 2013 · 5 mos
Northwestern Mutual Investment Services, LLCBroker
February 2013 - October 2013 · 8 mos
Northwestern Mutual Investment Services, LLCBroker
May 2012 - June 2012 · 1 mo
AXA Advisors, LLCBroker
February 2012 - April 2012 · 2 mos
State Registrations22 states
CACOCTFLGAILMAMEMIMNMONCNJNYOHPASCTXUTVTWAWI
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.