David
Salley

Ameritas Advisory Services, LLC

CRD#6383166
Investment Advisor
in Wellington, FL

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About this Advisor

David Salley is a financial advisor based in Wellington, Florida, working with Ameritas Advisory Services, LLC. David has previously held positions at Edward Jones, Lake Worth Christian School, Salley Wealth Management, Triple Play Sports Association, Ameritas Investment Corp, 20/20 Capital Management, Inc, and Ameritas Advisory Services, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, David is part of Ameritas Advisory Services, LLC, which operates out of Wellington, Florida. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Wellington, FL

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

FL Average: $1,978,216,465
Total Number of Employees

545

FL Average: 226
Total Number of Accounts

39,033

FL Average: 7,467
Average Account Size

$263,605

FL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Salley Work History

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2016 - Present (8 years)

Salley Wealth Management

2016 - Present (8 years)

Ameritas Investment Corp

2019 - 2019 (< 1 year)

20/20 Capital Management, Inc

2014 - 2016 (2 years)

Edward Jones

2012 - 2014 (2 years)

Lake Worth Christian School

2012 - 2019 (7 years)

Triple Play Sports Association

Disclosures

Please visit the SEC profile of David Salley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ameritas Advisory Services, LLC

Orlando Cruz
Charlotte, NC
Barbara Redstone
Plano, TX
Tayton Bair
Flagstaff, AZ
Branden Heins
Surprise, AZ
Elizabeth Reilly
Newport, RI
David Beltz
Carnegie, PA
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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