ES
ES

Edward Salas

22 Years of Experience
Miami, FL
1 DisclosureBroker

Edward Salas is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Miami, FL, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

Loading...

Location

200 S Biscayne Blvd, Miami, FL, 33131

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2019
Final
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2023 - Present · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
VALIC Financial Advisors, INC.
April 2017 - May 2023 · 6 yrs 1 mo
VALIC Financial Advisors, INC.Broker
March 2017 - May 2023 · 6 yrs 2 mos
Portfolio Resources Advisor Group, INC.
July 2015 - May 2017 · 1 yr 10 mos
Incasa LLC
June 2015 - December 2019 · 4 yrs 6 mos
Bolton Global Asset Management
September 2009 - December 2014 · 5 yrs 3 mos
Bolton Global CapitalBroker
September 2009 - December 2014 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
May 2009 - August 2009 · 3 mos
Fmg Distributors, INC.Broker
May 2009 - June 2009 · 1 mo
Wells Fargo Advisors, LLC
May 2009 - August 2009 · 3 mos
Wachovia Securities, LLC
July 2005 - July 2007 · 2 yrs
Wachovia Securities, LLCBroker
July 2005 - November 2007 · 2 yrs 4 mos
Chase Investment Services CORP.
April 2004 - July 2005 · 1 yr 3 mos
Chase Investment Services CORP.Broker
April 2004 - July 2005 · 1 yr 3 mos
Wachovia Securities, LLC
November 2002 - April 2004 · 1 yr 5 mos
Wachovia Securities, LLCBroker
October 2002 - April 2004 · 1 yr 6 mos
Advest, INC.Broker
December 2001 - July 2002 · 7 mos
UBS Painewebber INC.Broker
June 2000 - April 2001 · 10 mos
State Registrations13 states
AKALCTFLGAMANCNJNYORPASCTX
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.