William Salotto
Investment adviser representative at Jefferies Investment Advisers LLC
14 yearsExperience
52 statesRegistered in
$5.2BFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Jefferies Investment Advisers, LLCMar 2026 to now
- Jefferies LLCMar 2026 to now
- Morgan StanleyFeb 2022 to Feb 2026
- Brown Brothers HarrimanOct 2021 to Feb 2022
- UnemployedSep 2021 to Oct 2021
- Northwestern MutualAug 2021 to Sep 2021
- Higgins Crab HouseJun 2020 to Aug 2020
- Dry 85Jun 2019 to Aug 2019
- Roland Run Swim ClubMay 2015 to Aug 2018
- Full Time EducationFeb 2012 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 52 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TX, UT, VA, VI, VT, WA, WI, WV, WY).
Jefferies Investment Advisers LLC
$5.2BAssets managed
2,020Clients
118Advisers
3 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
- 7404830
- Firm CRD
- 325421