Steven Solmonson, financial advisor Stamford CT
93 score

Steven Solmonson

CRD 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 19 years of experience in the finance industry.

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Company Name Location Dates Years
Spectrum Asset Management, Inc. Stamford, CT Jan 2012 - Current 4
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
Contact Info for Steven J. Solmonson
Phone Number: 203-322-0189
Firm Website: https://www.samipfd.com
Registered State(s):
  • CT
  • DE
  • FL
  • IA
By the Numbers
  • Total Assets Under Management
    19,379
    MILLIONS
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $182,820,755
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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

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

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