This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

JEFFERIES INVESTMENT ADVISERS LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

52

Exams

S65|S63

First exam

Mar 18, 2022

First registration

Apr 5, 2023

Dual registered

yes, broker-dealer

Other names

William Charles Salotto|William C Salotto

IAPD individual key

7404830

• Occurred

  Mar 2, 2026
  Advisor changed firm

  William Salotto left Morgan Stanley for Jefferies Investment Advisers Llc (registered 2026-03-23)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f28f26fc-d89e-ae4c-7c2a-af437371f2f1

First observed

Apr 5, 2023

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.