Sergio Abel Salazar

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 02/2016 → 02/2018
  Centaurus Financial Inc.
  Anaheim, CA
• 02/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 02/2018 → Present
  Bank Of America, N.A.
  Tucson, AZ
• 02/2016 → 02/2018
  Catalina Wealth Management
  Tucson, AZ

Previous Registrations

• 2016-03-08 → 2018-03-07
  Centaurus Financial, Inc.
  Tucson, AZ
• 2014-08-11 → 2015-11-18
  Morgan Stanley
  Tucson, AZ
• 2012-05-25 → 2013-12-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ

Other Businesses

I*7059 For profit or not: Name: RENTAL PROPERTY Address:Tucson, AZ 85705 Nature of business: Position: Start date: 3/1/18 hours devoted: 0 hour(s) hours devoted during trading hours: 0 Duties: I*7060 For profit or not: Name: Rental Property 1 Address:Tucson, AZ 85745 Nature of business: Position: Start date: 2/1/17 hours devoted: 0 hour(s) hours devoted during trading hours: 0 Duties: I*7058 For profit or not: Name: RENTAL PROPERTY Investment related: Address:Tucson, AZ 85748 Nature of business: Position: Start date: 7/23/18 hours devoted: 0 hour(s) hours devoted during trading hours: 0 Duties: I*8140 For profit or not: Name of outside business org: Sergio A Salazar Investment related: Address of business:Tucson, AZ 85745 Nature of business: Position: Start date: 4/1/19 hours devoted: 4 hour(s) hours devoted during trading hours: 0 Duties: I*898248 For profit or not: Name: Rental Property 1 Investment related: N Address of business: Tucson, AZ, 85748 Nature of business: Position: Co-owner with other family members, Start date: 6/24/22 hours devoted: 20 hour(s) Yearly hours devoted during trading hours: 0 Duties: I*1480249 Entity For Profit Name: LLC Investment related: N Address: Tucson, AZ, 85745, US Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/11/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , An LLC to hold or title real estate property as primary residence or rental. LLC Member is the Family Revocable Trust I*1503261 Entity For Profit Name: LLC Investment related: N Address: Tucson, AZ, 85737 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , LLC entity to title rental property. Rental - passive income will be received from this business holding I*1503262 Entity For Profit Name: LLC Investment related: N Address: Tucson, AZ, 85745 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , LLC entity to hold rental property title. Passive - rental income will be received from this business I*1503264 Entity For Profit Name: LLC Investment related: N Address: Tucson, AZ, 85748 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , LLC entity to hold rental property title. Passive - rental income will be received from this business I*1503267 Entity For Profit Name: LLC Investment related: N Address: Tucson, AZ, 85705 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , LLC entity to hold rental property title. Passive - rental income will be received from this business I*1503268 Entity For Profit Name: LLC Investment related: N Address: Tucson, Az, 85745 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: LLC entity to hold rental property title. Passive - rental income will be received from this business I*1504268 Entity For Profit Name:LLC Investment related: N Address: Tucson, AZ, 85748 Nature of business: ["Limited Liability Company"] Position: ["General Partner/Managing Member"], Start date: 9/27/23 hours devoted: 0 hour(s) Yearly hours devoted during trading hours: 0 Duties: , LLC entity to hold rental property title. Passive - rental income will be received from this business

Exams

• S66 Uniform Combined State Law Examination
  2012-05-24

Other Names

• Sergio Abel Salazar
• Sergio A Salazar
• Sergio Salazar