Advisor at Waldo.AI, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Ryan Belanger Saleh is a financial advisor at Waldo.ai, Inc. He holds a Series 65 designation and has been with Waldo.ai since 2023. Prior to this, he worked at Gatsby Digital, Inc., Daisy Daisy Digital, LLC, and Blue Technologies, LLC. Waldo.ai provides discretionary investment management and advisory services exclusively to corporate and business clients through an online platform. The firm offers ETF-based model portfolios managed on a discretionary basis and delivered via a wrap-fee program, focusing solely on entity accounts rather than individuals or high-net-worth clients.
0.50% annually (50 basis points), charged monthly
Account minimum: $25,000
N. Swanzey, NH
Connecticut · New Hampshire · Texas
Waldo.ai, Inc
2023 - Present (3 years)
Gatsby Digital, Inc.
2018 - 2023 (5 years)
Daisy Daisy Digital, LLC
2016 - 2018 (2 years)
Blue Technologies, LLC
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Keene, NH
Optimum Wealth LLC
Series 63, Series 66
Troy, NH
The Oakes Financial Group
PFS™, Series 65
Keene, NH
Olson Economics, LLC
CFP®, Series 63
Keene, NH
IPIC, Inc.
Series 66
Hinsdale, NH
Hodge Financial Services, LLC
CFP®, Series 65
Keene, NH
Bluestone Wealth Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
