Lejla Salcin
Investment adviser representative at Walser Wealth Management Company, A Limited Liability Company
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$339.2MFirm assets
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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
13 years in the industry.
- Walser Wealth Management Company, A Limited Liability CompanyAug 2026 to now
- Walser Wealth Management CompanyAug 2026 to now
- Strategic Advisers Llc/ Fidelity InvestmentsMar 2025 to Jun 2026
- Fidelity Personal and Workplace AdvisorsJan 2021 to Mar 2025
- Fidelity Brokerage Services LLCMay 2020 to Jun 2026
- Charlotte RusseMay 2018 to Aug 2018
- University of North FloridaJun 2017 to Jun 2020
- Mandarin High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Walser Wealth Management Company, A Limited Liability Company
$339.2MAssets managed
677Clients
14Advisers
3 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
- 7259992
- Firm CRD
- 206518