Brian Salcetti has been Chief Executive Officer, Managing Partner and Managing Member of Sandbox Financial Partners since July 2018, is a control person of the firm and directly owns 75% or more of it.
Sandbox Financial Partners, LLC is a Bethesda, MD firm with $682M under management, 532 clients and 8 advisers across 4 offices, as of its May 2026 filing.
Brian Salcetti’s longest registration is the current one, 8 years at Sandbox Financial Partners since 2018. Before joining Sandbox Financial Partners in 2018, Brian Salcetti was registered through Wells Fargo Advisors Financial Network, LLC and K-Financial, LLC.
- Arca Wealth, LLCAlso current– present · under a yearBethesda, MD · Adviser representative · Firm CRD 174765
- – present · 8 yearsBethesda, MD · Adviser representative · Firm CRD 297858
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsBethesda, MD · Adviser representative · Firm CRD 11025
- K-Financial, LLC– · 1 yearBethesda, MD · Adviser representative · Firm CRD 121397
- Axa Advisors, LLC– · 1 yearBethesda, MD · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Brian Salcetti is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2018; the most recent is Texas, in June 2026.
- MarylandSince 11 September 2018
- TexasResidentSince 13 December 2018
- TexasSince 23 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2013 |
| Series 66 | Uniform Combined State Law Examination | 30 August 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2006 |
| Series 7 | General Securities Representative Examination | 15 November 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Charles Salcetti
- CRD
- 4719384
- Firm
- Sandbox Financial Partners · CRD 297858
- Role
- Chief Executive Officer, Managing Partner and Managing Member
- Office
- 6903 ROCKLEDGE DRIVE, SUITE 300, Bethesda, MD 20817
- Registration
- Investment adviser registration
- In the industry since
- December 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Salcetti work?
Brian Salcetti has been Chief Executive Officer, Managing Partner and Managing Member of Sandbox Financial Partners, LLC since July 2018, and is a control person of the firm.
Is Brian Salcetti a financial advisor?
Yes. Brian Salcetti has a current investment-adviser registration in Maryland, Texas and Texas, through Sandbox Financial Partners since September 2018.
How many years of experience does Brian Salcetti have?
Brian Salcetti has 21 years in the financial industry, since December 2004, across 5 adviser firms.
What exams has Brian Salcetti passed?
Brian Salcetti has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2004. FINRA credited Brian Salcetti with the SIE, which began in October 2018.
Where did Brian Salcetti work before Sandbox Financial Partners?
Before Sandbox Financial Partners, Brian Salcetti was registered through K-Financial, LLC, April 2014 to August 2015; Axa Advisors, LLC, October 2013 to June 2015.
Where is Brian Salcetti based?
Brian Salcetti’s registered office is in Bethesda, MD.
Is Brian Salcetti registered with FINRA?
No. Brian Salcetti has no current broker registration.
How can I verify Brian Salcetti’s record?
Search CRD 4719384 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Salcetti’s full registration record.