Jose Salazar, financial advisor Coral Gables FL
93 score

Jose Salazar

CRD Number: 3134109
Current Firm: Morgan Stanley

Jose Salazar (CRD# 3134109) is an Investment Advisor Representative working at Morgan Stanley in Coral Gables, FL and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Coral Gables, FL Nov 2013 - Current 3
Citigroup Miami, FL Aug 2009 - Nov 2013 4
Citicorp Financial Services Corporation San Juan, PR Jul 2006 - Aug 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Jose A. Salazar
Phone Number: 914-225-5510
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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