Sandy Soliman, financial advisor Santa Monica CA

Sandy Soliman

CRD Number: 7027577
Current Firm: Fidelity Personal And Workplace Advisors

Sandy Soliman (CRD# 7027577) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Santa Monica, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Santa Monica, CA Oct 2018 - Current 4
N/a Los Angeles, CA May 2018 - Oct 2018 < 1
Deloitte And Touche Middle East Dubai, Jan 2018 - Apr 2018 < 1
American University Of Sharjah Sharjah, Aug 2017 - Dec 2017 < 1
San Diego State University San Diego, CA Aug 2012 - Aug 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Sandy M. Soliman
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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