Amy Solano, financial advisor Greenville DE
93 score

Amy Solano

CRD Number: 4581841
Current Firm: Commonwealth Financial Network

Amy Solano (CRD# 4581841) is an Investment Advisor Representative working at Commonwealth Financial Network in Greenville, DE and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2014 - Current 2
Wsfs Private Wealth Greenville, DE Oct 2014 - Current 2
Ubs Financial Services Inc. Wilmington, DE Oct 2012 - Oct 2014 2
Merrill Lynch Wilmington, DE Sep 2008 - Oct 2012 4
Swift Financial North Wilmington, DE Apr 2007 - Sep 2008 1
Barclays Wilmington, DE Dec 2006 - Apr 2007 < 1
Mbna/bank Of America Newark, DE Sep 2003 - Dec 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Amy H. Solano
Phone Number: 781-736-0700
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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