David A Saldana
Investment adviser representative at Morgan Stanley
19 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Morgan StanleyJun 2023 to now
- UnemployedFeb 2023 to Jun 2023
- Victory Capital Services, Inc.Jul 2019 to Feb 2023
- Victory Capital Management IncJul 2019 to Jan 2023
- USAA Investment Management CompanyJan 2018 to Jul 2019
- USAA Financial Planning ServicesApr 2013 to Jul 2019
- USAA Financial Advisors, Inc.Sep 2007 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3125332
- Firm CRD
- 149777