David A Saldana

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2007 → 07/2019
  Usaa Financial Advisors, Inc.
  San Antonio, TX
• 04/2013 → 07/2019
  Usaa Financial Planning Services
  San Antonio, TX
• 01/2018 → 07/2019
  Usaa Investment Management Company
  San Antonio, TX
• 07/2019 → 02/2023
  Victory Capital Services, Inc.
  Brooklyn, OH
• 07/2019 → 01/2023
  Victory Capital Management Inc
  San Antonio, TX
• 06/2023 → Present
  Morgan Stanley
  San Antonio, TX
• 02/2023 → 06/2023
  Unemployed
  San Antonio, TX

Previous Registrations

• 2021-06-01 → 2023-02-02
  Victory Capital Management Inc.
  San Antonio, TX
• 2018-01-08 → 2019-07-03
  Usaa Investment Services Company
  San Antonio, TX
• 2013-04-19 → 2018-01-08
  Usaa Financial Planning Services
  San Antonio, TX
• 2007-01-01 → 2013-04-22
  Usaa Investment Services Company
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  1998-10-20

Other Names

• David Anthony Saldana