SAL Equity Trading, Gp

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
29337
Registered since
January 31, 1991

Firm profile

FINTRX

Overview

SAL Equity Trading, Gp is organized as a partnership and has been SEC-registered since 1991. Publicly reported characteristics indicate a domestic ownership structure and an “unclassified” firm profile rather than a typical advisory marketing description. Registered attributes show the entity does not position itself as a multi-state adviser, a pension consultant, a capital allocator, or an ESG-focused investor. The available records do not show traditional advisory or client-service disclosures (fee schedules, client segments, or advisory activities). The pattern of filings and holdings suggests the organization operates principally as an equity trading/principal vehicle rather than as a retail wealth manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 17
  • Joseph Salerno

    Joseph Salerno

    Operations ManagerCRD 6981718

  • Sera Agostinelli

    Sera Agostinelli

    Operations AnalystCRD 8080836

  • Ethan Daniels

    Ethan Daniels

    Operations AnalystCRD 5902179

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$47M in ETFs

Passive

100%

$47M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$47M81,899100.00%

Location

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
401 E City Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth