Unclaimed Profile

Albert James Zdenek

TRAUST SOLLUS WEALTH MANAGEMENT, LLC·PRINCETON, New Jersey

Series 2, Series 66Clean record22 years registeredTRAUST SOLLUS WEALTH MANAGEMENT, LLC

103 CARNEGIE CENTER, PRINCETON, NJ 08540CRD# 2190348Firm CRD# 108918

Profile Verification

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

Identity

Albert James Zdenek · PRINCETON, NJ

Registration

CRD #2190348 · TRAUST SOLLUS WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRAUST SOLLUS WEALTH MANAGEMENT, LLC

TRAUST SOLLUS WEALTH MANAGEMENT, LLC

Jul 2004 – Nov 2018

FLEMINGTON, NJ

Registrations & Exams

FINRA examinations passed

Series 2

Series 66

Registration record

First registered · July 8, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRAUST SOLLUS WEALTH MANAGEMENT, LLC

CRD 108918 · SEC 801-57069

AUM

$410M

Regulatory assets under management

Employees

808 client accounts

Services offered by TRAUST SOLLUS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRAUST SOLLUS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Albert James Zdenek offer?

Albert James Zdenek specializes in Financial Planning, Investment Management.

What are Albert James Zdenek's credentials?

Albert James Zdenek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Albert James Zdenek located?

Albert James Zdenek is based in PRINCETON, New Jersey, last registered with TRAUST SOLLUS WEALTH MANAGEMENT, LLC.

How does Albert James Zdenek charge for services?

Albert James Zdenek'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 TRAUST SOLLUS WEALTH MANAGEMENT, LLC?

TRAUST SOLLUS WEALTH MANAGEMENT, LLC has approximately 25 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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