David Raymond Salutric
Professional Summary
David Raymond Salutric, who also goes by Dave Salutric, is a registered financial advisor currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Chicago, Illinois and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois. David is registered as a RR (Registered Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Salutric
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
13 years registered in the securities industry
Current & Past Employments
Current
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WILLIAM BLAIR
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Current Firm
MONROE FINANCIAL PARTNERS, INC. | MONROE SECURITIES, INC.
Contact Information
Main Address
500 W. Madison, Suite 450, Chicago, IL 60661Mailing Address
500 W. Madison, Suite 450, Chicago, IL 60661Phone Number
(312) 521-1000Established
New York since 07/18/1968Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (23 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | — |
| ANTONOW, CHRISTOPHER STEPHANE | GENERAL COUNSEL | 8186419 |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DILASCIA, DARYLE ANTHONY | PRESIDENT/BOARD MEMBER | 2793078 |
| GAZDA, RYAN M | POO | 4230980 |
| GAZDA, RYAN M | TREASURER, CFO, PFO & BOARD MEMBER | 4230980 |
| LOVE, KRISTIN M | SECRETARY, CCO & BOARD MEMBER | 4370951 |
| MCCRARY, TIMOTHY JAMES | HEAD OF TRADING/BOARD MEMBER | 5789747 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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WILLIAM BLAIR
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view David Raymond Salutric's CRS (Customer Relationship Summary).
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