SM
SM

Solomon Massey

28 Years of Experience
Syracuse, NY
BrokerSells Insurance

Solomon Massey is a registered investment advisor at Cetera Investment Advisers LLC, based in Syracuse, NY, with 28 years of industry experience. Solomon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

5858 E Molloy Rd Ste 102, Syracuse, NY, 13211

Get directions

History

Regulatory History
Clean regulatory record

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

Solomon is a sales branch manager for Massey Group Wealth Management and Bright Futures Wealth Management, and also runs Solomon Massey Insurance Agency and Massey Doctors Insurance Specialists. He also sells fixed insurance products and life settlements, dedicating about 10-20% of his time to Bright Futures Wealth Management and a few hours per week to the other insurance activities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Bright Futures Wealth Management, LLC
August 2021 - November 2025 · 4 yrs 3 mos
Cetera Advisors LLC
March 2021 - March 2024 · 3 yrs
Raymond James Financial Services, INC.Broker
April 2004 - June 2008 · 4 yrs 2 mos
Mcdonald Investments INC.Broker
February 2000 - January 2004 · 3 yrs 11 mos
Salomon Smith Barney INC.Broker
November 1996 - February 2000 · 3 yrs 3 mos
State Registrations10 states
CACOFLILMINYPATXVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.