Unclaimed Profile

David Lee Solomon

CONDERA ADVISORS, LLC·HOUSTON, Texas

SIE, Series 3, Series 7, Series 24, Series 63, Series 79TO, Series 99TOClean record27 years registeredCONDERA ADVISORS, LLC

1330 POST OAK BLVD, HOUSTON, TX 77056-3309CRD# 730722Firm CRD# 137045

Profile Verification

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

Identity

David Lee Solomon · HOUSTON, TX

Registration

CRD #730722 · CONDERA ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

U.S. CAPITAL WEALTH ADVISORS, LLC

Jun 2021 – present

USCA RIA LLC

Mar 2014 – Jun 2021

HOUSTON, TX

USCA ASSET MANAGEMENT LLC

Dec 2005 – Feb 2020

HOUSTON, TX

CONDERA SECURITIES, LLC

May 1999 – May 2008

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 79TO

Series 99TO

Registration record

First registered · May 13, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

USCA ASSET MANAGEMENT LLC

CRD 137045 · SEC 801-64873

AUM

$205M

Regulatory assets under management

Employees

26 client accounts

Services offered by USCA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at USCA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does David Lee Solomon offer?

David Lee Solomon specializes in Investment Management, Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.

What are David Lee Solomon's credentials?

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

Where is David Lee Solomon located?

David Lee Solomon is based in HOUSTON, Texas, working with CONDERA ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does David Lee Solomon charge for services?

David Lee Solomon'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 CONDERA ADVISORS, LLC?

CONDERA ADVISORS, LLC has approximately 6 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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