Bradley J. Salo
CALIFORNIA CAPITAL MANAGEMENT
Burbank, CA 91505
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CRD#: 1674662
Professional summary
Bradley Jay Salo, CFP®, who also goes by Brad Salo, is a registered financial advisor currently at CALIFORNIA CAPITAL MANAGEMENT located in Burbank, California and PURSHE KAPLAN STERLING INVESTMENTS located in Burbank, California.
Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Bradley has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Salo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CALIFORNIA CAPITAL MANAGEMENT, SEE REGISTERED BRANCH OFFICE LOCATION. INVESTMENT RELATED, RIA, PRESIDENT & CO OWNER, 4/2004-PRESENT. 120 HRS/MONTH, 100 HRS/MONTH DURING TRADING. 2. FIXED INSURANCE SALES, SEE REGISTERED BRANCH OFFICE LOCATION. NOT INVESTMENT RELATED, 7/2004-PRESENT. 1 HR/MONTH, 1 HR/MONTH DURING TRADING. SELLING NON VARIABLE INSURANCE PRODUCTS. 3. BRAD & LEE SALO FAMILY TRUST. CO-TRUSTEE WITH WIFE, 4/2002-PRESENT. 4. PURSHE KAPLAN STERLING FINANCIAL, NOT INVESTMENT RELATED, SEE REGISTERED BRANCH OFFICE LOCATION. 11/2014-PRESENT. 1 HR/MONTH, 1 HR/MONTH DURING TRADING, SELL NON-VARIABLE INSURANCE PRODUCTS. 5. Olympic Northwest Enterprises, LLC- Not investment related- 169 E. Washington St, Sequim, WA 98382- Real estate rental- Owner- 06/2019- 2 hours per month- 0 hours per month during trading hours- owns rental property and collects rent. 6. Olympic Preservation Partners, LLC-not investment related-169 E. Washington St, Sequim, WA 98382- Holding company for raw land-owner-05/2019- 0 hours per month- 0 hours per month during trading hours-owns land. 8. One Management Group, Inc. Not Investment Related. 2225 E. Sequim Bay Rd, Sequim, WA 98382. Landscape Design Consulting. President. 12/2021. 5 Hrs/Mo; 0 During Trading Hours. Landscape Design.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Jay Salo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
June 8, 2004 - Present
CALIFORNIA CAPITAL MANAGEMENT
Office #1: 2520 West Olive Avenue Suite 300, Burbank, CA 91505RIA
CRD#: 130734
Burbank, CA
Current
November 3, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2520 West Olive Avenue Suite 300, Burbank, CA 91505BD
CRD#: 35747
Burbank, CA
Past
April 16, 2004 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
NORTH HOLLYWOOD, CA
Past
April 16, 2004 - November 12, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
NORTH HOLLYWOOD, CA
Past
June 1, 2000 - April 26, 2004
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 15, 1997 - April 26, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
WOODLAND HILLS, CA
Past
June 23, 1987 - April 26, 2004
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CALIFORNIA CAPITAL MANAGEMENT
CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC
CRD#: 130734 / SEC#: 801-76714
RIA
Registered Investment Advisory firm - (6/8/2012 Approved)California
Registered Investment Advisory firm - (12/7/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(5/9/2013)
RR
Arizona(11/3/2014)
IAR
California(6/8/2004)
RR
California(11/3/2014)
IAR
Florida(6/12/2013)
RR
Florida(11/25/2014)
RR
Iowa(11/3/2014)
RR
Kansas(11/3/2014)
RR
Minnesota(11/3/2014)
RR
Nevada(11/3/2014)
RR
New York(1/28/2015)
RR
Oregon(11/3/2014)
RR
Texas(11/3/2014)
RR
Virginia(11/3/2014)
RR
Washington(11/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CC
CALIFORNIA CAPITAL MANAGEMENT
CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC
CRD#: 130734 / SEC#: 801-76714
RIA
Registered Investment Advisory firm - (6/8/2012 Approved)California
Registered Investment Advisory firm - (12/7/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2520 West Olive Avenue Suite 300, Burbank, CA 91505
Mailing Address
Phone number
(818) 766-0660
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 884 |
| AUM (Assets Under Management) | $ 320,956,754 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
