Alex Salas, financial advisor Rancho Cucamonga CA

Alex Salas

CRD Number: 7584219
Current Firm: Fidelity Personal And Workplace Advisors

Alex Salas (CRD# 7584219) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Rancho Cucamonga, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Rancho Cucamonga, CA Jun 2022 - Current 2
Rudys Grading And Marking Inc. Vernon, CA Mar 2018 - May 2022 4
Student Riverside, CA Apr 2016 - May 2022 6
One Pacific Financial Solutions Ontario, CA Jan 2022 - Apr 2022 < 1
Sunrun Inc. Rancho Cucamonga, CA Mar 2020 - Aug 2020 < 1
Home Depot Inc. Rancho Cucamonga, CA Apr 2020 - May 2020 < 1
Evolution Development Group Dallas, TX Dec 2016 - May 2017 < 1
Fenix Consulting Group Orange, CA Aug 2016 - Dec 2016 < 1
A-status Marketing Anaheim, CA May 2016 - Jun 2016 < 1
Premier Franchise Group Rancho Cucamonga, CA Nov 2015 - May 2016 < 1
Rudys Grading And Marking Inc. Vernon, CA Jan 2016 - Apr 2016 < 1
Infinite Sky Marketing Rancho Cucamonga, CA Jul 2015 - Nov 2015 < 1
Student Rancho Cucamonga, CA Jun 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2022
S65 NASAA Investment Advisors Law Examination Nov 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alex Salas
Phone Number: 617-563-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered 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, TN, TX, UT, VA, VT, WA, WI, WV, WY

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