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Randy Salaki

Cooper Mcmanus
23 Years of Experience
Irvine, CA
2 DisclosuresBroker
View SEC Summary
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Randy Salaki is a registered investment advisor at Cooper Mcmanus, based in Irvine, CA, with 23 years of industry experience. Randy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 3,482 clients with $2.9B in assets under management.

Cooper Mcmanus
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
3,482 clients
Average Client Portfolio
$819K average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management will not exceed 2.00% (or up to 2.25% for the WealthPort Wrap Program). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9870 Research Drive, Irvine, CA, 92618

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History

Regulatory History (2)
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.
Customer Dispute
August 2026
Denied
Customer Dispute
October 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Randy works as an IAR (Investment Advisor Representative) under the DBA Cooper McManus since August 2024. This activity is investment-related and takes up his full-time effort.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
August 2024 - Present · 2 yrs 2 mos
Cooper Mcmanus
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - September 2024 · 11 yrs 11 mos
J.P. Morgan Securities LLC
October 2012 - September 2024 · 11 yrs 11 mos
Chase Investment Services CORP.
October 2011 - October 2012 · 1 yr
Chase Investment Services CORP.Broker
October 2011 - October 2012 · 1 yr
U.S. Bancorp Investments, INC.
May 2010 - October 2011 · 1 yr 5 mos
U.S. Bancorp Investments, INC.Broker
May 2010 - October 2011 · 1 yr 5 mos
Chase Investment Services CORP.Broker
May 2009 - May 2010 · 1 yr
Chase Investment Services CORP.
May 2009 - May 2010 · 1 yr
Wamu Investments, INC.
September 2005 - May 2009 · 3 yrs 8 mos
Wamu Investments, INC.Broker
September 2005 - May 2009 · 3 yrs 8 mos
UBS Financial Services INC.
April 2005 - September 2005 · 5 mos
UBS Financial Services INC.Broker
February 2005 - September 2005 · 7 mos
Metlife Investors Distribution CompanyBroker
December 2004 - March 2005 · 3 mos
Metlife Investors Distribution CompanyBroker
February 2003 - December 2004 · 1 yr 10 mos
State Registrations6 states
ARCACONCNVTX
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.
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