Neal Solomon, financial advisor Gloversville NY
96 score

Neal Solomon

CRD Number: 1251922
Current Firm: The Strategic Financial Alliance

Neal Solomon (CRD# 1251922) is an Investment Advisor Representative working at The Strategic Financial Alliance in Gloversville, NY and has over 32 years of experience in the finance industry. Neal Solomon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealthpro, LLC Gloversville, NY Jun 2003 - Current 13
Solomon Associates Gloversville, NY Jan 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Neal J. Solomon
Phone Number: 678-954-4000
Firm Website: http://www.thesfa.net
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    441
    MILLIONS
  • Total Number of Accounts
    5,289
    ACCOUNTS
  • Average Account Value
    $83,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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