RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Wayne Salsbury
- Title
- Financial Advisorreportedpresperfinancial.comfirm site, Sep 16, 2026
- Designations
- CFPreportedpresperfinancial.comas printed on the bio page, Sep 17, 2026
- Investment committee
- “As a member of our Investment Committee, Wayne contributes to investment research and helps guide the development and oversight of our model portfolios.”reportedpresperfinancial.comthe sentence on the bio page
- Business email
- wayne@presperfinancial.comreportedpresperfinancial.comfirm site, Sep 16, 2026
- Direct business phone
- 330-253-6000reportedpresperfinancial.comfirm site, Sep 16, 2026
- Professional profile
- presperfinancial.com/team/wayne-salsburyreportedpresperfinancial.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Presper Financial Architects, LLC independent RIA currentsince Feb 12, 2025 · Akron, Oh
- Seia BD affiliatedJun 27, 2024 to Jan 6, 2025 · Cleveland, Oh
- Cedar Brook Group formerSep 1, 2021 to Jul 1, 2024 · Cleveland, Oh
- Cadaret Grant & Co Inc formerAug 4, 2021 to Jun 17, 2024 · Syracuse, Ny
- Kestra Advisory Services, LLC BD affiliatedFeb 12, 2021 to Aug 5, 2021 · Avon, Oh
- Securities America Advisors, Inc. formerJan 15, 2015 to Feb 18, 2021 · Cleveland, Oh
- Seia to Presper Financial Architects, LLCleft Jan 6, 2025, registered Feb 12, 2025 (37 days) · Affiliated broker-dealer or bank to independent RIA
- Cedar Brook Group to Seialeft Jul 1, 2024, registered Jun 27, 2024 (-4 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Cadaret Grant & Co Inc to Cedar Brook Groupleft Jun 17, 2024, registered Sep 1, 2021 (-1020 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Kestra Advisory Services, LLC to Cadaret Grant & Co Incleft Aug 5, 2021, registered Aug 4, 2021 (-1 days) · Affiliated broker-dealer or bank to another
- Securities America Advisors, Inc. to Kestra Advisory Services, LLCleft Feb 18, 2021, registered Feb 12, 2021 (-6 days) · Affiliated broker-dealer or bank to another
- Wayne Salsbury left Seia for Presper Financial Architects, Llc (registered 2025-02-12)Jan 6, 2025 · Advisor changed firm · fact
- Wayne Salsbury left Cedar Brook Group for Seia (registered 2024-06-27)Jul 1, 2024 · Advisor changed firm · fact
- Wayne Salsbury left Cadaret Grant & Co Inc for Cedar Brook Group (registered 2021-09-01)Jun 17, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address