Michael SollazzoCRD Number: 6109698
Current Firm: Capital Planning Advisors LLC
Michael Sollazzo (CRD# 6109698) is an Investment Advisor Representative working at Capital Planning Advisors LLC in Roseville, CA and has over 10 years of experience in the finance industry.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|Capital Planning Advisors||Sacramento, CA||Feb 2014 - Current||9|
|Avisen Securites Inc.||Sacramento, CA||Feb 2014 - Apr 2015||1|
|Nfp Securities, Inc.||Sacramento, CA||Dec 2012 - Feb 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2013|
|S65||NASAA Investment Advisors Law Examination||Oct 2012|
Total Assets Under Management986MILLIONS
Total Number of Accounts996ACCOUNTS
Average Account Value$989,629
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, HI, NV, TX, WA
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