David Salley

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

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

• 01/2016 → Present
  Salley Wealth Management
  Wellington, FL
• 11/2012 → 01/2019
  Triple Play Sports Association
  Wellington, FL
• 06/2016 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 02/2019 → 05/2019
  20/20 Capital Management, Inc.
  Costa Mesa, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2014-11-14 → 2016-05-10
  Edward Jones
  St Louis, MO
  Wellington, FL
  Delray Beach, FL
  Wellington, FL

Other Businesses

Salley Wealth Management; same as branch; inv rel; financial advisor/sales and portfolio management through Ameritas; Owner; start date=06/2016; hrs/mo=40+; trading hrs/mo=130; sales, portfolio management * The Salley Foundation; same as branch; non-inv rel; operation a non-profit baseball league; CEO & Owner; start date=10/2018; hrs/mo=8; trading hrs/mo=0; scheduling of fields, paying field rental fees, collecting team fees, purchasing insurance for the league

Exams

• S66 Uniform Combined State Law Examination
  2014-10-17