Skip to content

Cynthia Denise Salzman

Investment adviser representative at Wealthcare Advisory Partners LLC
11 yearsExperience
2 statesRegistered in
$8.3BFirm assets
12 yearsFirm in business

Are you Cynthia Denise Salzman? Claim your profile

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
  • Pension consulting

Experience

11 years in the industry.

  1. Wealthcare Advisory Partners LLCJun 2026 to now
  2. Cetera Investment Advisers LLCJun 2023 to Jun 2026
  3. Cetera Wealth Services, LLCApr 2016 to Jun 2026
  4. Aspect Wealth ManagementDec 2015 to Jun 2026

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Wealthcare Advisory Partners LLC

$8.3BAssets managed
10,948Clients
172Advisers
12 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
6593756
Firm CRD
171976
Advisor's SEC record (opens in a new tab)
CallContact this firm