Roberto Solano is a registered investment advisor, based in Andover, MA, with 27 years of industry experience.
Location
300 Brickstone Square, Suite 1006, Andover, MA, 01810
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Roberto is a trustee for his sister's special needs trust, an owner of Solano Wealth Management Group, an agent installing insurance products for Steward Partners Global Advisory, an advisor and partner at Steward Partners Investment Advisory LLC, and an officer/treasurer for Swan Crossing Condo Association. Providing advisory services at Steward Partners Investment Advisory LLC takes about half of Roberto's time.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations21 states
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