DS
DS

David Anthony Salvati

4 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
371 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$406.0M

Fee Structure

Minimum Investment:$100K
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Location

7 West Square Lake Road, Suite 112, Bloomfield Hills, MI, 48302

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2021
Employment History
Current Registrations
M1 Capital Management LLC
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2019 - April 2021 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - April 2021 · 1 yr 6 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.