Jose Salangsang, financial advisor San Mateo CA
93 score

Jose Salangsang

CRD Number: 5518223
Current Firm: Fisher Investments

Jose Salangsang (CRD# 5518223) is an Investment Advisor Representative working at Fisher Investments in San Mateo, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Quasar Distributors, LLC Milwaukee, WI Sep 2014 - Current 2
Fisher Investments San Mateo, CA Aug 2014 - Current 2
E*trade Capital Management, LLC San Francisco, CA Apr 2013 - Jul 2014 1
E*trade Securities LLC San Francisco, CA Apr 2013 - Jul 2014 1
Quasar Distributors, LLC Milwaukee, WI Dec 2012 - Mar 2013 < 1
Fisher Investments Woodside, CA Jan 2011 - Mar 2013 2
Fisher Investments/purisima Funds Woodside, CA Oct 2004 - Jan 2011 6
Quasar Distributors, LLC Milwaukee, WI Apr 2008 - Dec 2010 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2008
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Jose B. Salangsang
Phone Number: 800-851-8845
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, 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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