Steven SolmonsonCRD Number: 1367437
Current Firm: Spectrum Asset Management, Inc.
Steven Solmonson (CRD# 1367437) is an Investment Advisor Representative working at Spectrum Asset Management, Inc. in Stamford, CT and has over 20 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Spectrum Asset Management, Inc.||Stamford, CT||Jan 2012 - Current||5|
|Park Place (u.s.) LLC||New York, NY||Jun 2001 - Jan 2012||10|
|Park Place Capital Ltd.||London,||Feb 2000 - Jan 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management19,379MILLIONS
Total Number of Accounts106ACCOUNTS
Average Account Value$182,820,755
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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