David Lawrence Salgado

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Nylife Securities Llc
  Pasadena, CA
• 11/2010 → Present
  New York Life Insurance Company
  Pasadena, CA
• 03/2021 → Present
  Eagle Strategies Llc
  Glendale, CA
• 08/2026 → Present
  Elevate Legacies Wealth & Insurance Solutions
  West Covina, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;801 N Brand Blvd, PH Glendale CA 91203; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Elevate Legacies Wealth & Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WEST COVINA CA; START DATE: 08/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-26
• S63 Uniform Securities Agent State Law Examination
  2012-04-20