Unclaimed Profile

Edward Francisco Salas

INCASA LLC·MIAMI, Florida

SIE, Series 7, Series 9, Series 10, Series 6623 years registeredINCASA LLC

1395 BRICKELL AVE STE 900, MIAMI, FL 33131CRD# 4155756Firm CRD# 174058

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Francisco Salas · MIAMI, FL

Registration

CRD #4155756 · INCASA LLC · 23 years registered

Brand Profile

Not yet started

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2023 – present

VALIC FINANCIAL ADVISORS, INC.

Apr 2017 – May 2023

BOCA RATON, FL

PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Jul 2015 – May 2017

MIAMI, FL

INCASA LLC

Jun 2015 – Dec 2019

MIAMI, FL

BOLTON GLOBAL ASSET MANAGEMENT

Sep 2009 – Dec 2014

SHELTON, CT

WELLS FARGO ADVISORS, LLC

May 2009 – Aug 2009

NEW YORK, NY

WACHOVIA SECURITIES, LLC

Jul 2005 – Jul 2007

NEW YORK, NY

CHASE INVESTMENT SERVICES CORP.

Apr 2004 – Jul 2005

BRIDGEPORT, CT

WACHOVIA SECURITIES, LLC

Nov 2002 – Apr 2004

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · November 7, 2002

Years registered · 23

Disclosure History

2019Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

INCASA LLC

CRD 174058 · SEC 801-80811

AUM

$548M

Regulatory assets under management

Employees

7 client accounts

Services offered by INCASA LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at INCASA LLC →

Introduction

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Frequently Asked Questions

What services does Edward Francisco Salas offer?

Edward Francisco Salas specializes in Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Edward Francisco Salas's credentials?

Edward Francisco Salas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Francisco Salas located?

Edward Francisco Salas is based in MIAMI, Florida, working with INCASA LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Edward Francisco Salas charge for services?

Edward Francisco Salas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INCASA LLC?

INCASA LLC has approximately 2 employees and manages $548M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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