Riley E. Salyer

TRUST ASSET MANAGEMENT LLC

Houston, TX 77056

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CRD#: 2570505

Professional summary

Riley Edward Salyer is a registered financial advisor currently at TRUST ASSET MANAGEMENT LLC located in Houston, Texas.

Riley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Riley has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NORTHSTAR MEMORIAL GROUP - DIRECTOR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley Edward Salyer'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®

None

Experience

Current

May 5, 2016 - Present

TRUST ASSET MANAGEMENT LLC

Office #1: 1900 St James Place Suite 300, Houston, TX 77056

RIA

CRD#: 147379

Houston, TX

Past

November 13, 2002 - November 8, 2006

AMEGY INVESTMENTS, INC.

RIA

CRD#: 120145

HOUSTON, TX

Past

November 13, 2002 - November 8, 2006

AMEGY INVESTMENTS, INC.

CRD#: 120145

HOUSTON, TX

Past

April 27, 2001 - May 21, 2003

FISERV INVESTOR SERVICES, INC.

CRD#: 34637

HOUSTON, TX

Past

December 13, 2000 - April 30, 2001

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 3, 1999 - December 13, 2000

WELLS FARGO BROKERAGE SERVICES, L.L.C.

CRD#: 16100

MINNEAPOLIS, MN

Past

August 19, 1996 - April 30, 2001

WELLS FARGO SECURITIES INC.

CRD#: 17438

SAN FRANCISCO, CA

Past

September 18, 1995 - August 19, 1996

FIRST INTERSTATE INVESTMENTS,INC.

CRD#: 17101

Past

December 14, 1994 - November 16, 1995

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

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".

TRUST ASSET MANAGEMENT LLC

SECURITY INVESTMENT MANAGEMENT LLC | TRUST ASSET MANAGEMENT LLC

CRD#: 147379 / SEC#: 801-69363

RIA

Registered Investment Advisory firm - (7/2/2008 Approved)

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.

Highlighted states indicate IAR registrations

IAR

California
(5/5/2016)

IAR

Hawaii
(5/5/2016)

IAR

Illinois
(5/5/2016)

IAR

Texas
(5/5/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/29/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/13/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/11/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 12/11/2000

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 53

Date: 2/16/1998

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/1995

General Securities Principal Examination

Current Firm

TRUST ASSET MANAGEMENT LLC

SECURITY INVESTMENT MANAGEMENT LLC | TRUST ASSET MANAGEMENT LLC

CRD#: 147379 / SEC#: 801-69363

RIA

Registered Investment Advisory firm - (7/2/2008 Approved)

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Contact information

Main Address

1900 St James Place Suite 300, Houston, TX 77056

Mailing Address

Phone number

(832) 308-2748

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

TAM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 2,764,316,173

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Riley E. Salyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Riley Edward Salyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMEGY INVESTMENTS, INC.

AMEGY INVESTMENTS, INC.

FISERV INVESTOR SERVICES, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO BROKERAGE SERVICES, L.L.C.

WELLS FARGO SECURITIES INC.

FIRST INTERSTATE INVESTMENTS,INC.

ESSEX NATIONAL SECURITIES, LLC

Primary Firm SEC Registration

TRUST ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2016

Series 63

Date: 12/29/1994

Series 7

Date: 12/13/1994

Series 10

Date: 12/11/2000

Series 9

Date: 12/11/2000

Series 53

Date: 2/16/1998

Series 24

Date: 3/27/1995

Current Firm

TRUST ASSET MANAGEMENT LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUST ASSET MANAGEMENT LLC

TRUST BUT VERIFY

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