David Solomon
David Solomon is a CFP-designated registered investment advisor at Mariner Independent, based in Rochelle Park, NJ, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,051 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mariner Platform Solutions charges an annual fee based on a percentage of your portfolio. This fee can range up to 2.50% per year, depending on the services provided and other factors. The firm may also apply a minimum fee. If you receive financial planning and consulting services in addition to investment advice, you may be subject to an additional fee. Fees are generally billed in advance on a quarterly basis. The management fee is negotiable.
Location
365 W Passaic Street, Suite 227, Rochelle Park, NJ, 07662
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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
David is a Managing Partner at Carbon Wealth Management, offering investment advisory services, and owns rental real estate. He is also involved with Book of Brokers, LLC and Acrisure PGM Insurance Service, and serves on the board of trustees for Temple B'nai Abraham.
Employment History
Current Registrations
Mariner Independent
Previous Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLCBroker
Goldman Sachs & CO. LLCBroker
State Registrations2 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.