Traust Sollus Wealth Management, LLC

Traust Sollus Wealth Management, LLC (CRD# 108918) is a financial advisory firm headquartered in Princeton, NJ. They manage $311,173,631 in 668 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    668
    ACCOUNTS
  • Average Account Value
    $465,829
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, LA, NH, NJ, NY, PA, TX

Financial Advisors at Traust Sollus Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brian M. Picariello
CRD#: 4218709
103 Carnegie Center, Suite 205, Princeton, NJ 08540
96
Wealthminder
score

Brian Picariello (CRD# 4218709) is an Investment Advisor Representative working at Traust Sollus Wealth Management, LLC in Princeton, NJ and has over 16 years of experience in the finance industry.

2
Susan J. Portnoi
CRD#: 1701692
103 Carnegie Center, Suite 205, Princeton, NJ 08540
93
Wealthminder
score

Susan Portnoi (CRD# 1701692) is an Investment Advisor Representative working at Traust Sollus Wealth Management, LLC in Princeton, NJ and has over 7 years of experience in the finance industry.

3
John C. Silletto
CRD#: 4535308
103 Carnegie Center, Suite 205, Princeton, NJ 08540
93
Wealthminder
score

John Silletto (CRD# 4535308) is an Investment Advisor Representative working at Traust Sollus Wealth Management, LLC in Princeton, NJ and has over 15 years of experience in the finance industry.

4
Albert J. Zdenek
CRD#: 2190348
6 Minneakoning Road, Flemington, NJ 08822
93
Wealthminder
score

Albert Zdenek (CRD# 2190348) is an Investment Advisor Representative working at Traust Sollus Wealth Management, LLC in Flemington, NJ and has over 17 years of experience in the finance industry.

5
Bryan Bielawski
CRD#: 5718808
103 Carnegie Center, Suite 205, Princeton, NJ 08540
90
Wealthminder
score

Bryan Bielawski (CRD# 5718808) is an Investment Advisor Representative working at Traust Sollus Wealth Management, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.