Cynthia Salzman
Cynthia Salzman is a registered investment advisor at Cetera Investment Advisers LLC, based in San Antonio, TX, with 9 years of industry experience. Cynthia 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
9311 San Pedro Ste 750, San Antonio, TX, 78216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Cynthia is a managing member of Triple Creek Investment Services, LLC, involved in real estate investments, and operations manager at Aspect Wealth Management, dedicating about a quarter of her time. She also serves as Chair of the Finance Committee for the San Antonio Parks Foundation, Board Secretary for Alamo Executives Association, and sells fixed insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations11 states
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