Valentina Solomita
Valentina Solomita is a registered investment advisor at Vanderbilt Advisory Services, based in Woodbury, NY, with 34 years of industry experience. Valentina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 6,470 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VAS offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on assets under management and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure is outlined in the Investment Advisory Agreement.
VAS also uses Betterment for Advisors, where fees range from 0.12% to 0.25% of account balances, charged monthly or quarterly. VAS also charges an advisory fee on top of the Betterment fee.
Location
125 Froehlich Farm Blvd., Woodbury, NY, 11797
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2010Other Business ActivitiesSells Insurance
Valentina is the owner of American Centurion Financial LLC, working as a registered investment advisor and financial planner, dedicating about 10-20% of her time. She is also the CEO and founder of VS Global Financial Solutions, selling fixed insurance, and has founded several other businesses including Valor Jewel LLC, Regional Center, Pure Hedge LLC, Sterling Property LLC, and American Centurian.
Employment History
Current Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
American Centurion Financial LLC
Previous Registrations
American Centurion Financial LLC
Royal Alliance Associates, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Ryan Beck & CO.Broker
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Mclaughlin, Piven, Vogel Securities, INC.Broker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.