Steven
Salerno
Bentley Financial Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Steven Salerno is a financial advisor based out of Peoria, Arizona who has 6 years of industry experience. Salerno currently works for Bentley Financial Group. Throughout their career, they have worked at Bentley Financial Group, Inc and Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.). Salerno holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Arizona and Illinois. Bentley Financial Group is a registered investment business headquartered in Downers Grove, IL. The firm has offices in two locations and just four employees. It administers $161 million in total assets among its 636 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Bentley Financial Group has a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which service is offered. Fees charged by Bentley Financial Group can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Bentley Financial Group Brokerage Details
$161,000,000
4
636
$253,145
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Salerno Work History
Steven has been registered as a financial advisor for 6 years.*
Bentley Financial Group, Inc
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Salerno to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bentley Financial Group
Downers Grove, IL
Peoria, AZ
Durango, CO
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
