TS
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Travis Salley

9 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
89 clients
Average Client Portfolio
$429K average
Assets Under Management
$38.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.50%

The annual fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Point, NY

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History

Regulatory History (1)
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Employment Separation After Allegations
July 2024
Other Business ActivitiesSells Insurance

Travis is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this activity. He also serves as a commissioned officer in the US Army, a full-time commitment that occurs during securities trading hours.

Employment History
Current Registrations
Zero Day Capital Enterprises LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Zero Day Capital Enterprises LLC
May 2024 - October 2024 · 5 mos
Empirikal Partners LLC
April 2020 - July 2024 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLC
May 2016 - March 2020 · 3 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - March 2020 · 3 yrs 10 mos
Edward Jones
November 2015 - December 2015 · 1 mo
Edward JonesBroker
August 2015 - December 2015 · 4 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.