SS
CFA
SS
CFA

Stephan Salon

4 Years of Experience
Denver, CO

Stephan Salon is a CFA-designated registered investment advisor at Situsamc Risk Advisors, LLC, based in Denver, CO, with 4 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1099 18th Street, Suite 2800, Denver, CO, 80202

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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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Employment History
Current Registrations
Situsamc Risk Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Situsamc Risk Advisors, LLC
October 2021 - December 2022 · 1 yr 2 mos
State Registrations1 state
CO
Advisor

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.