BS
CFA
BS
CFA

Brian Arthur Salerno

10 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
16,838 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$68.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Loading...

Location

605 Crescent Executive Court, Lake Mary, FL, 32746

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2023
Final
Regulatory
January 2021
Final
Employment History
Current Registrations
Cnr Securities, LLC
November 2015 - Present · 10 yrs 3 mos
Cnr Securities, LLCBroker
November 2015 - Present · 10 yrs 3 mos
City National Rochdale
October 2015 - Present · 10 yrs 4 mos
State Registrations26 states
ALAZCACTDEFLGAHIILLAMAMIMNMOMSNCNDNJNYOHPASDTNTXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Arthur Salerno - Financial Advisor | TrueAdvisor