Catherine
Salsman

Paragon Private Wealth Management LLC

CRD#3075121
Investment Advisor
in Lexington, KY

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About this Advisor

Catherine Salsman is a certified financial planner working out of Lexington, Kentucky with 2 years of relevant experience. Salsman is an advisor for Paragon Private Wealth Management LLC. During their career, Salsman has held roles at Paragon Private Wealth Management LLC, Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC. Salsman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Kentucky and Texas. Paragon Private Wealth Management LLC is a financial advisory firm that has its headquarters in Lexington, KY. It oversees $185 million in assets under management between its 120 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 120 client accounts, 47% are associated with high-net-worth investors who have more than $1 million in investable assets. Paragon Private Wealth Management LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually are based on the type of services offered. However, fees billed by Paragon Private Wealth Management LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

300 West Vine Street Suite 2201
Lexington, KY 40507

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Paragon Private Wealth Management LLC Brokerage Details

Total Assets Under Management

$184,757,737

KY Average: $949,722,027
Total Number of Employees

4

KY Average: 35
Total Number of Accounts

120

KY Average: 1,296
Average Account Size

$1,539,648

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Catherine Salsman Work History

Catherine has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Paragon Private Wealth Management LLC

2015 - Present (9 years)

Morgan Stanley Private Bank, N.A

2015 - 2021 (6 years)

Morgan Stanley Private Bank, N.A

2009 - 2021 (12 years)

Morgan Stanley Smith Barney LLC

*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 Catherine Salsman 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 Paragon Private Wealth Management LLC

Emily Johns
Lexington, KY
Catherine Salsman
Lexington, KY

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.

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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.

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