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Neil Franklin Luria

SOLIC CAPITAL MANAGEMENT, LLC·EVANSTON, Illinois
SIE, Series 63, Series 65, Series 79Clean recordSOLIC CAPITAL MANAGEMENT, LLC
1603 ORRINGTON AVENUE, EVANSTON, IL 60201CRD# 5252776Firm CRD# 167475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neil Franklin Luria · EVANSTON, IL
Registration
CRD #5252776 · SOLIC CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 65
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SOLIC CAPITAL MANAGEMENT, LLC
CRD 167475 · SEC 801-106706
AUM
$31M
Regulatory assets under management
Employees
4
1 client accounts
Services offered by SOLIC CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SOLIC CAPITAL MANAGEMENT, LLC →
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04

Frequently Asked Questions

What services does Neil Franklin Luria offer?
Neil Franklin Luria specializes in Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.
What are Neil Franklin Luria's credentials?
Neil Franklin Luria is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil Franklin Luria located?
Neil Franklin Luria is based in EVANSTON, Illinois, working with SOLIC CAPITAL MANAGEMENT, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Neil Franklin Luria charge for services?
Neil Franklin Luria's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLIC CAPITAL MANAGEMENT, LLC?
SOLIC CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOLIC CAPITAL MANAGEMENT, LLC

Matthew Evan Rubin
EVANSTON, IL
Edward Raul Casas
EVANSTON, IL

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