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Oscar Salgado

8 Years of Experience
Rockville, MD
Broker

Oscar Salgado is a registered investment advisor, based in Rockville, MD, with 8 years of industry experience.

Location

6116 Executive Blvd Ste 410, Rockville, MD, 20874

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History

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.

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Other Business Activities

Oscar owns Sole Seller LLC, a sneaker reselling business, dedicating about 10-20% of his time. He also works full-time as a Client Service Associate at Curo Private Wealth, managing client needs and processing issues.

Employment History
Current Registrations
Kestra Investment Services, LLC
June 2022 - Present · 3 yrs 11 mos
Kestra Investment Services, LLCBroker
June 2022 - Present · 3 yrs 11 mos
Kestra Advisory Services, LLC
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2021 - May 2022 · 7 mos
Fidelity Brokerage Services LLCBroker
October 2021 - May 2022 · 7 mos
Morgan StanleyBroker
February 2019 - September 2021 · 2 yrs 7 mos
Morgan Stanley
February 2019 - September 2021 · 2 yrs 7 mos
Foreside Fund Services, LLCBroker
May 2018 - October 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - March 2018 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - March 2018 · 7 mos
T. Rowe Price Investment Services, INC.Broker
September 2016 - June 2017 · 9 mos
State Registrations2 states
MDVA
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.
Oscar Salgado - Financial Advisor | TrueAdvisor