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David Moses Salas

Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 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 feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Wells Fargo Bank, NAApr 2025 to now
  2. Wells Fargo Clearing Services, LLCApr 2025 to now
  3. Key Investment ServicesFeb 2023 to Apr 2025
  4. KeybankJan 2023 to Apr 2025
  5. Bud Clary Toyota of YakimaDec 2022 to Jan 2023
  6. UnemployedNov 2022 to Dec 2022
  7. CliftonlarsonallenSep 2022 to Nov 2022
  8. Townsquare Media MarketingJun 2022 to Sep 2022
  9. Wireless AdvocatesSep 2020 to Jun 2022
  10. TargetJul 2020 to Sep 2020
  11. Eastern Washington UniversitySep 2018 to Jun 2022
  12. Eisenhower High SchoolAug 2014 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (WA).

Wells Fargo Advisors

Legal name: Wells Fargo Clearing Services, LLC

$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 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
7211729
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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