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Neil Solina

19 Years of Experience
Patchogue, NY
BrokerSells Insurance

Neil Solina is a registered investment advisor at Cetera Investment Advisers LLC, based in Patchogue, NY, with 19 years of industry experience. Neil 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
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Location

Patchogue, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Neil sells fixed insurance products, including life, health, disability, annuities, and long-term care, since 2013. He also manages, markets, and sells home audio equipment for Clearsound Audio, dedicating a few hours per week, and works as a truck driver/delivery person for FedEx for about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
Metlife Securities INC.Broker
March 2011 - December 2013 · 2 yrs 9 mos
Advantage Capital CorporationBroker
January 2002 - December 2005 · 3 yrs 11 mos
Metlife Securities INC.Broker
December 2000 - August 2001 · 8 mos
Metropolitan Life Insurance CompanyBroker
December 2000 - August 2001 · 8 mos
State Registrations11 states
CADCFLGANCNJNYPASCTXVA
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.
Neil Solina - Financial Advisor | TrueAdvisor