Peter Salzman
Salzman Financial Management · Bethel, Connecticut
Peter Salzman is a fee-only financial advisor at Salzman Financial Management in Bethel, Connecticut. Salzman Financial Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Salzman Financial Management |
|---|---|
| Based in | Bethel, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $44.4M across 94 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 2839362 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Peter's firm compares
- Salzman Financial Management's average account is about $472,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Peter
Is Peter Salzman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Salzman Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter's firm, Salzman Financial Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Peter Salzman based?
Peter Salzman is based in Bethel, Connecticut.
Is Peter Salzman registered with the SEC?
Yes. Peter Salzman is registered as an investment adviser representative in CT and NY (CRD 2839362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salzman Financial Management manage?
Salzman Financial Management reports $44.4M across 94 accounts in assets under management.
How do I contact Peter Salzman?
Contact details aren't on file yet. Search for Salzman Financial Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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