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Carlos Alejandro Salcedo

Morton Wealth

Calabasas, CA

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Current Employers
Morton Wealth

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-14
  • CA RA
    APPROVED
    Since 2026-07-14

Branch Locations

27200 Agoura Road Suite 200, Calabasas, CA 91301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dowling & Yahnke, Llc San Diego CA 05/2014 05/2018
Rice Hall James & Associates, Llc San Diego CA 05/2018 04/2021
Rice Hall James & Associates, Llc San Diego CA 04/2021 05/2024
Rice Hall James & Associates, Llc San Diego CA 05/2024 06/2026
Morton Wealth Calabasas CA 06/2026 Present
Previous Registrations
Designations
Other Names
  • Carlos Salcedo

View on SEC IAPD

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M83 INVESTMENT GROUP, LLC · CALABASAS, CA
MORTON WEALTH · Calabasas, CA
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MODERN WEALTH MANAGEMENT, LLC · CALABASAS, CA
MODERN WEALTH MANAGEMENT, LLC · CLABASAS, CA
FD WEALTH ADVISORS, LLC · CALABASAS, CA
THE WEALTH CONSULTING GROUP · Agoura Hills, CA
EDWARD JONES · AGOURA HILLS, CA

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