Jason
Saladino

American Portfolios Advisors, Inc

CRD#3195413
Investment Advisor
in Holbrook, NY

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About this Advisor

Jason Saladino is a personal financial specialist operating in Holbrook, New York who has 13 years of relevant experience. Saladino is on the advisory team at American Portfolios Advisors, Inc. Over the course of their career, Saladino has held roles at Rdm Investment Services, G.R. Reid Associates, Llp, Edwards, Topple, Saladino & Floch and American Portfolios Financial Services, Inc. Saladino holds a Series 63 license, qualifying them as a securities representative, and is registered to operate in New Jersey and New York. American Portfolios Advisors, Inc is a registered investment firm that has its headquarters in Holbrook, NY. The investment advisory business has offices in 312 locations and a total of 610 advisors. It administers $8 billion in total assets between its 38,533 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 82 charities and foundations. Of its 38,533 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on which services the firm provides the client. Fees billed by American Portfolios Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Personal Financial Specialist

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$8,397,016,000

NY Average: $7,464,549,021
Total Number of Employees

610

NY Average: 88
Total Number of Accounts

38,533

NY Average: 3,892
Average Account Size

$217,918

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Saladino Work History

Jason has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

American Portfolios Financial Services, Inc

2006 - Present (18 years)

G.R. Reid Associates, Llp

2004 - Present (20 years)

Edwards, Topple, Saladino & Floch

2003 - Present (21 years)

Rdm Investment Services

*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 Jason Saladino 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 American Portfolios Advisors, Inc

Erica Keane
Holbrook, NY
Christopher Levi
Holbrook, NY
Melissa Albanese
Holbrook, NY
Kevin Saia
Holbrook, NY
Michael Sleasman
Holbrook, NY
Whitney Merrill
Holbrook, NY
Stacy Pfizenmayer
Holbrook, NY
Michael Sackstein
Holbrook, NY

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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