Monica Salazar, financial advisor San Antonio TX

Monica Salazar

CRD Number: 6771546
Current Firm: Morgan Stanley

Monica Salazar (CRD# 6771546) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley San Antonio, TX Jun 2018 - Current 2
Unemployed San Antonio, TX Mar 2018 - Jun 2018 < 1
Idea Public Schools San Antonio, TX Feb 2018 - Mar 2018 < 1
American Funds San Antonio, TX Mar 2017 - Feb 2018 < 1
Jp Morgan Chase San Antonio, TX Jul 2009 - Mar 2017 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Monica M. Salazar
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 investment companies (as well as "business development companies")
  • 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, WY

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