RS
Randy Salaki
COOPER MCMANUS
Irvine, CA 92618
Some features on this profile are disabled
CRD#: 4628239
RS
Professional summary
Randy Salaki, who also goes by Rendi Salaki, is a registered financial advisor currently at COOPER MCMANUS located in Irvine, California and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Irvine, California.
Randy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Randy has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rendi Salaki
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) COOPER MCMANUS, 9870 RESEARCH DRIVE IRVINE CA, 08/2024, IAR, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING 2) WAVE CREST WEALTH, 9870 Research Dr, Irvine CA 92618, United States, 08/2025, President, DBA Name, INV REL, 40 HR/MO - 200 HR/MO TRADING 3) RANDY SALAKI, 9870 Research Dr, Irvine CA 92618, United States, 08/2025, Agent, Insurance/Benefits/Human Resources, INV REL, 200 HR/MO - 100 HR/MO TRADING 4) RANDY SALAKI, 418 14th St, Huntington Beach CA 92648, United States, 08/2025, Owner, Real Estate, NIR, 1 HR/MO - 1 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Randy Salaki'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®
NoneExperience
Current
August 30, 2024 - Present
COOPER MCMANUS
Office #1: 9870 Research Drive, Irvine, CA 92618RIA
CRD#: 111458
Irvine, CA
Current
August 30, 2024 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 9870 Research Dr., Irvine, CA 92618BD
CRD#: 39543
Irvine, CA
Past
October 1, 2012 - September 2, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
MISSION VIEJO, CA
Past
October 1, 2012 - September 2, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
MISSION VIEJO, CA
Past
October 7, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
YUCAIPA, CA
Past
October 7, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
YUCAIPA, CA
Past
May 20, 2010 - October 6, 2011
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
ORANGE, CA
Past
May 20, 2010 - October 6, 2011
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
ORANGE, CA
Past
May 2, 2009 - May 10, 2010
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
YUCAIPA, CA
Past
May 2, 2009 - May 10, 2010
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
YUCAIPA, CA
Past
September 19, 2005 - May 2, 2009
WAMU INVESTMENTS, INC.
RIA
CRD#: 599
CALIMESA, CA
Past
September 16, 2005 - May 2, 2009
WAMU INVESTMENTS, INC.
BD
CRD#: 599
CALIMESA, CA
Past
April 14, 2005 - September 22, 2005
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
RIVERSIDE, CA
Past
February 28, 2005 - September 22, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
December 11, 2004 - March 16, 2005
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 107622
NEW YORK CITY, NY
Past
February 5, 2003 - December 11, 2004
METLIFE INVESTORS DISTRIBUTION COMPANY
BD
CRD#: 6695
NEWPORT BEACH, 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".
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 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
RR
Arizona(8/30/2024)
RR
Arkansas(8/30/2024)
RR
California(8/30/2024)
IAR
California(8/30/2024)
RR
Colorado(9/4/2024)
RR
Nevada(9/4/2024)
RR
North Carolina(9/5/2024)
RR
Texas(8/30/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CM
COOPER MCMANUS
401KAMERICA | WEST PRIVATE WEALTH MANAGEMENT | THE PURMORT GROUP | TAX SMART INVESTING & PLANNING | TADMAN FINANCIAL | SYV WEALTH ADVISORS | ROYAL GLOBAL ASSET MANAGEMENT LLC | RIDGE FINANCIAL PLANNING | RICCIO WEALTH MANAGEMENT | PRUDENCE WEALTH ADVISORY | PEARL FINANCIAL | NEWPORT INVESTORS | MORGAN STERLING PRIVATE WEALTH MANAGEMENT | MKT WEALTH MANAGEMENT | LORRIMER PRIVATE WEALTH MANAGEMENT | LINDSEY AND LINDSEY WEALTH MANAGEMENT | LEFT LANE FINANCIAL | LDW CONSULTING GROUP | LARSON FINANCIAL SERVICES, INC. | KERR FINANCIAL FAMILY | K.W. JONES WEALTH | IRVINE WEALTH MANAGEMENT | HARRINGTON FINANCIAL | FIRST PRINCIPLES WEALTH MANAGEMENT | FINANCIAL CLARITY GUIDES | FAIR PLANET ADVISORS | EVERGREEN WEALTH ADVISORY GROUP | EHG FINANCIAL | CROSS FINANCIAL INVESTMENTS | COOPER MCMANUS | COOPER FINANCIAL GROUP | CB WEALTH ADVISORY | AVANA WEALTH MANAGEMENT | ATLAS INDICATORS INVESTMENT ADVISORS | ASCENT WEALTH MANAGEMENT
CRD#: 111458 / SEC#: 801-61944
RIA
Registered Investment Advisory firm - (4/7/2003 Approved)California
Registered Investment Advisory firm - (4/9/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9870 Research Drive, Irvine, CA 92618
Mailing Address
Phone number
(800) 516-5333
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,372 |
| AUM (Assets Under Management) | $ 2,560,714,584 |
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.
