Brian
Salcetti

Sandbox Financial Partners, LLC

CRD#4719384
Investment Advisor
in Bethesda, MD

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About this Advisor

Brian Salcetti is a financial advisor working in Bethesda, Maryland with 5 years of relevant experience. Salcetti works at Sandbox Financial Partners, LLC. The advisor has gained experience at Ivy Funds Distributor, Inc, Waddell & Reed, Inc, Axa Advisors, LLC, Wells Fargo Advisors Financial Network, LLC and Sandbox Financial Partners, LLC. Salcetti maintains Series 63, Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Maryland and Texas. Sandbox Financial Partners, LLC is a financial advisory company that has its headquarters in Bethesda, MD. The firm has offices in two locations and a total of 12 advisors. It oversees $365 million in total assets among its 1,191 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,191 client accounts, 37% are held by high-net-worth clients who have greater than $1 million in investable assets. Sandbox Financial Partners, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically are based on which service is provided. Fee types billed by Sandbox Financial Partners, LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6903 Rockledge Drive, Suite 300
Bethesda, MD 20817

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Sandbox Financial Partners, LLC Brokerage Details

Total Assets Under Management

$364,461,347

MD Average: $6,889,882,315
Total Number of Employees

12

MD Average: 45
Total Number of Accounts

1,191

MD Average: 765
Average Account Size

$306,013

MD Average: $9,006,382

Investment Advisory Services

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

Brian Salcetti Work History

Brian has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Sandbox Financial Partners, LLC

2015 - 2018 (3 years)

Wells Fargo Advisors Financial Network, LLC

2013 - 2015 (2 years)

Axa Advisors, LLC

2007 - 2013 (6 years)

Ivy Funds Distributor, Inc

2007 - 2013 (6 years)

Waddell & Reed, Inc

*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 Brian Salcetti 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 Sandbox Financial Partners, LLC

Joseph Galli
Bethesda, MD
Rachael Decosta
Bethesda, MD
Brian Salcetti
Bethesda, MD
William Bruno
Bethesda, MD
Daniel Christenson
Easton, PA
Frederick Bohlander
Lakewood, FL
James Decosta
Bethesda, MD

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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