SL
SL
Salvador Lancaster
31 Years of Experience
San Diego, CA
1 DisclosureBroker
Salvador Lancaster is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
101 West Broadway, Suite 1800, San Diego, CA, 92101
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2001Closed-No Action
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
April 2009 - June 2009 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1999 - May 2009 · 10 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1997 - May 2009 · 11 yrs 7 mos
Great Western Financial Securities CorporationBroker
November 1994 - October 1997 · 2 yrs 11 mos
Torrey Pines Securities, INC.Broker
October 1994 - October 1994 · 0 mos
Chatfield Dean & CO., INC.Broker
July 1994 - September 1994 · 2 mos
State Registrations15 states
ARCACOCTDCDEFLGANDNVNYTXVAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.