Unclaimed Profile

P David Soliman

SECOND LINE CAPITAL, LLC·METAIRIE, Louisiana

SIE, Series 6, Series 7, Series 66Clean record18 years registeredSECOND LINE CAPITAL, LLC

2800 VETERANS MEMORIAL BLVD., METAIRIE, LA 70002CRD# 4607111Firm CRD# 324386

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

P David Soliman · METAIRIE, LA

Registration

CRD #4607111 · SECOND LINE CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

SECOND LINE CAPITAL, LLC

May 2023 – present

ADVISOR RESOURCE COUNCIL

Aug 2018 – May 2023

Metairie, LA

LEVEL FOUR ADVISORY SERVICES

Mar 2015 – Aug 2018

METAIRIE, LA

J.P. MORGAN SECURITIES LLC

Oct 2012 – Mar 2015

METAIRIE, LA

CHASE INVESTMENT SERVICES CORP.

Dec 2007 – Oct 2012

METAIRIE, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · December 17, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SECOND LINE CAPITAL, LLC

CRD 324386 · SEC 801-127790

AUM

$402M

Regulatory assets under management

Employees

1,911 client accounts

Services offered by SECOND LINE CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SECOND LINE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does P David Soliman offer?

P David Soliman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are P David Soliman's credentials?

P David Soliman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is P David Soliman located?

P David Soliman is based in METAIRIE, Louisiana, working with SECOND LINE CAPITAL, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does P David Soliman charge for services?

P David Soliman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECOND LINE CAPITAL, LLC?

SECOND LINE CAPITAL, LLC has approximately 17 employees and manages $402M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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