Edward Francisco Salas
Advisor at Merrill — Miami, FL S Biscayne Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
23 years
Location
Miami, FL 33131
Merrill
Institution
Edward Salas is a Financial Advisor with Merrill Lynch Wealth Management, specializing in developing tailored family and business wealth planning strategies for affluent clients. His approach emphasizes connecting clients with the people, plans, and processes that align with their unique ambitions, addressing areas such as corporate benefits, executive compensation, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, and small business strategies.
Edward began his career in 2000 at UBS and has since worked for prominent firms including JP Morgan and Wells Fargo. With over 10 years of experience in financial planning and family wealth management, he leverages his Series 7, 9, 10, and 66 FINRA registrations, Florida insurance licenses, and professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) to serve his clients effectively. He holds a Bachelor's Degree from Arizona State University in History and is fluent in both English and Spanish.
Outside of his professional work, Edward enjoys hiking, playing soccer, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Miami, FL S Biscayne Blvd
200 S Biscayne Blvd, Pbig Florida Pwm
Miami FL 33131
Advisors at this office
55
Florida · Texas
23 years of industry experience
BANK of AMERICA, N.A.
2023 - Present • 3 years
Miami, FL
Merrill
2023 - Present • 3 years
Miami, FL
Agia
2022 - 2023 • 1 year
Houston, TX
Valic Financial Advisors
2017 - 2023 • 6 years
Miami, FL
PPD Financial
2015 - 2017 • 2 years
Miami, FL
InCasa LLC
2015 - 2017 • 2 years
Miami, FL
Bolton Securities Corporation
2009 - 2014 • 5 years
Wells Fargo Clearing
2009 - 2009 • 1 year
New York, NY
Wells Fargo Clearing
2005 - 2007 • 2 years
New York, NY
Chase Investment Services Corp.
2004 - 2005 • 1 year
Bridgeport, CT
Wells Fargo Clearing
2002 - 2004 • 2 years
Stamford, CT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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