David Saldana is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 27 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
June 2023 - Present · 2 yrs 11 mos
Morgan Stanley
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Victory Capital Management INC.
June 2021 - February 2023 · 1 yr 8 mos
Victory Capital Services, INC.Broker
July 2019 - February 2023 · 3 yrs 7 mos
USAA Investment Management Company
January 2018 - July 2019 · 1 yr 6 mos
USAA Financial Planning Services
April 2013 - January 2018 · 4 yrs 9 mos
USAA Financial Advisors, INC.Broker
September 2007 - July 2019 · 11 yrs 10 mos
USAA Investment Management Company
January 2007 - April 2013 · 6 yrs 3 mos
USAA Investment Management CompanyBroker
October 1998 - December 2007 · 9 yrs 2 mos
State Registrations1 state
TX
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.