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Neal Jay Solomon

WEALTHPRO, LLC·GLOVERSVILLE, New York
SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFPChFCClean record23 years registeredWEALTHPRO, LLC
15 FIRST AVENUE, GLOVERSVILLE, NY 12078CRD# 1251922Firm CRD# 127907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Neal Jay Solomon · GLOVERSVILLE, NY
Registration
CRD #1251922 · WEALTHPRO, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

WEALTHPRO, LLC
Feb 2021 – present
THE STRATEGIC FINANCIAL ALLIANCE
Jan 2014 – Jan 2022
ATLANTA, GA
THE STRATEGIC FINANCIAL ALLIANCE
May 2013 – Dec 2013
ATLANTA, GA
THE STRATEGIC FINANCIAL ALLIANCE
Jan 2011 – Dec 2011
ATLANTA, GA
THE STRATEGIC FINANCIAL ALLIANCE
Apr 2009 – Dec 2009
ATLANTA, GA
THE STRATEGIC FINANCIAL ALLIANCE
Nov 2006 – Dec 2007
ATLANTA, GA
LINCOLN INVESTMENT PLANNING, INC
Feb 2003 – Feb 2003
GLOVERSVILLE, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · February 19, 2003
Years registered · 23
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTHPRO, LLC
CRD 127907 · SEC 801-63064
AUM
$44M
Regulatory assets under management
Employees
3
297 client accounts
Services offered by WEALTHPRO, 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 WEALTHPRO, LLC →
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05

Frequently Asked Questions

What services does Neal Jay Solomon offer?
Neal Jay Solomon specializes in Financial Planning, Investment Management. Contact their office in GLOVERSVILLE, New York for a consultation.
What are Neal Jay Solomon's credentials?
Neal Jay Solomon holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Neal Jay Solomon located?
Neal Jay Solomon is based in GLOVERSVILLE, New York, working with WEALTHPRO, LLC. Their office serves clients in the GLOVERSVILLE metropolitan area and surrounding communities.
How does Neal Jay Solomon charge for services?
Neal Jay Solomon'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 WEALTHPRO, LLC?
WEALTHPRO, LLC has approximately 3 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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