Steven Michael Salerno
Investment adviser representative at Bentley Financial Group
21 yearsExperience
2 statesRegistered in
$392.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bentley Financial Group, Inc.Jan 2017 to now
- LPL Financial, LLC (formerly: Linsco/private Ledger Corp.)Jul 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Bentley Financial Group
Legal name: Bentley Financial Group, Inc.
$392.8MAssets managed
470Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2807067
- Firm CRD
- 172474