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Americo Joseph Salvetti

THE Salvetti Group

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About Americo Joseph Salvetti

Americo Salvetti, III is a financial advisor with over 20 years of experience in the financial services industry. Americo is currently registered as an Investment Advisor Representative with The Salvetti Group in Sacramento, California. Prior to joining The Salvetti Group, Americo was a financial advisor at Raymond James Financial Services, Inc., and previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc. Americo has a Series 7, Series 31, Series 63, and Series 65 licenses and holds the Certified Financial Planner designation. Americo is dedicated to providing personalized financial advice to help clients achieve their financial goals. Americo specializes in providing investment advice and portfolio management services to individuals and businesses.

Firm Information

Americo Salvetti is currently registered with THE Salvetti Group. THE Salvetti Group is an investment advisor headquartered in Sacramento, California. They manage assets for individuals, high-net-worth individuals, and corporations. The firm provides portfolio management services and participates in wrap fee programs. They are registered with the SEC under number 801-128204.
THE Salvetti Group

3455 AMERICAN RIVER DR.

SACRAMENTO, CA 95864

$487.22M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Americo Salvetti’s Registration & Firm History

CA

06/21/2023 - Present

THE Salvetti Group (SACRAMENTO CA)

CA

02/28/2014 - 07/10/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Sacramento CA)

CA

02/04/2005 - 03/03/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)

NY

04/16/2001 - 02/07/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

11/24/1997 - 09/21/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 04/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 11/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Americo Joseph Salvetti.
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