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David Lee Solomon

CONDERA ADVISORS, LLC·HOUSTON, Texas
Unclaimed Profile
1330 POST OAK BLVD, HOUSTON, TX 77056-3309CRD# 730722Firm CRD# 137045
01

About

David Lee Solomon is a registered financial advisor based in HOUSTON, Texas, affiliated with CONDERA ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
USCA ASSET MANAGEMENT LLC
USCA ASSET MANAGEMENT LLC
AUM
$205M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at USCA ASSET MANAGEMENT LLC →
Services
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 730722
Firm CRD# 137045
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other Advisors at CONDERA ADVISORS, LLC

Christopher Robert Arnold
HOUSTON, TX
Kasey Lizann Dejonckheere
HOUSTON, TX
Debra Schaper Parant
HOUSTON, TX
Patrick Michael Mendenhall
HOUSTON, TX
Nichole Christine Ake
HOUSTON, TX
Steve Howell Gott
HOUSTON, TX

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