Andrew Solada, financial advisor Nashville TN
90 score

Andrew Solada

CRD Number: 6060348
Current Firm: Ubs Financial Services Inc.

Andrew Solada (CRD# 6060348) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Nashville, TN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Nashville, TN Jun 2014 - Current 2
Curian Capital, LLC Denver, CO Aug 2013 - Current 3
Curian Clearing LLC Denver, CO Aug 2013 - Current 3
Edward Jones St Louis, MO May 2012 - May 2013 1
Miami University Police Department Oxford, OH Jul 2011 - May 2012 < 1
Miami University (schooling) Oxford, OH Aug 2008 - May 2012 3
Miami University Sports Broadcasting Oxford, OH Mar 2011 - Dec 2011 < 1
Jimmy Johns Oxford, OH May 2011 - Jul 2011 < 1
American Pride Lawn And Landscaping Centerville, OH Jun 2010 - Aug 2010 < 1
Big Sky Bread Kettering, OH May 2010 - Jun 2010 < 1
Christophers Restaurant Kettering, OH May 2010 - Jun 2010 < 1
Miami University Concessions Oxford, OH Jan 2010 - May 2010 < 1
Student Development Painting Company Kettering, OH Jun 2009 - Aug 2009 < 1
Ncr Country Club Golf Course Kettering, OH Jun 2008 - Aug 2008 < 1
Kettering City Schools (schooling) Kettering, OH Aug 1995 - Jun 2008 12
Outback Steakhouse Centerville, OH Jun 2007 - May 2008 < 1
One Lincoln Park Retirement Home Kettering, OH Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Andrew J. Solada
Phone Number: 201-352-3000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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