MS
Manuel Salazar
WILDES FINANCIAL STRATEGIES,
Georgetown, SC 29440
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CRD#: 7854326
MS
Professional summary
Manuel Salazar is a registered financial advisor currently at WILDES FINANCIAL STRATEGIES, INC located in Georgetown, South Carolina.
Manuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Manuel has worked at 1 firm .
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.
1.) William Jessup University; Not investment related; 2121 University Ave, Rocklin, CA 95765; Christ-centered higher education in business ; Professor of accounting & finance (remote); Start Date 3/1/2011; About 20 hours a week, fall and spring semesters - none in summers or during semester breaks.; About 3 to 5 hours online (asynchronous) teaching a week during securities trading hours (EST), as most of the online instruction is done after normal business hours in the evening.; I primarily teach online accounting and finance college classes at the undergraduate and graduate level, and provide p/t online leadership in the business school on an interim basis. I am 100% remote on the east coast and the university is in the west coast.
CRS (Client Relationship Summary) - RIA
Click below to view Manuel Salazar'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
February 19, 2024 - Present
WILDES FINANCIAL STRATEGIES, INC
Office #1: 625 Church St., Georgetown, SC 29440RIA
CRD#: 289496
Georgetown, SC
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".
WF
WILDES FINANCIAL STRATEGIES, INC
WILDES FINANCIAL STRATEGIES, INC
CRD#: 289496 / SEC#: 801-121843
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)North Carolina
Registered Investment Advisory firm - (7/30/2021 Terminated)South Carolina
Registered Investment Advisory firm - (7/29/2021 Terminated)Texas
Registered Investment Advisory firm - (7/29/2021 Terminated)Virginia
Registered Investment Advisory firm - (7/29/2021 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.Highlighted states indicate IAR registrations
IAR
South Carolina(2/19/2024)
Exams
Current Firm
WF
WILDES FINANCIAL STRATEGIES, INC
WILDES FINANCIAL STRATEGIES, INC
CRD#: 289496 / SEC#: 801-121843
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)North Carolina
Registered Investment Advisory firm - (7/30/2021 Terminated)South Carolina
Registered Investment Advisory firm - (7/29/2021 Terminated)Texas
Registered Investment Advisory firm - (7/29/2021 Terminated)Virginia
Registered Investment Advisory firm - (7/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
625 Church St., Georgetown, SC 29440
Mailing Address
Phone number
(843) 485-4371
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 935 |
| AUM (Assets Under Management) | $ 117,231,059 |
Red Flags
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