David Anthony Salazar
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Jun 2024 to now
- Truist Investment Services, Inc.Apr 2024 to now
- Charles Schwab & Co., Inc.Oct 2022 to Apr 2024
- Talk of the Town Restaurant GroupAug 2021 to Jul 2022
- Corona Cigar CompanyFeb 2021 to Apr 2021
- Universal OrlandoFeb 2021 to Apr 2021
- Chipotle Mexican GrillNov 2020 to Dec 2020
- Keyes LexusDec 2019 to Jul 2020
- Olive GardenNov 2018 to Dec 2019
- Family and Consumer Science Department CsunAug 2018 to May 2021
- Regency TheatresJul 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 7605432
- Firm CRD
- 283390