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SOLID POINT WEALTH ADVISORS, LLC
SOLID POINT WEALTH ADVISORS, LLC
5 registered advisors
·
CRD# 323093
SEC# 801-126623
0
518-681-0107
01
Firm Overview
AUM
$46M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at SOLID POINT WEALTH ADVISORS, LLC
5 registered advisors
Antony John Desorbo
QUEENSBURY, New York
CRD# 3115838
Brian Paul Gambill
QUEENSBURY, New York
CRD# 2220332
Bryan Lee Burdick
QUEENSBURY, New York
CRD# 4811213
Christopher Bradford Roop
QUEENSBURY, New York
CRD# 4902106
Michael Bristol
QUEENSBURY, New York
CRD# 7620469
05
Office Locations
QUEENSBURY, New York
5 advisors
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Data sourced from SEC Form ADV filings. SOLID POINT WEALTH ADVISORS, LLC (CRD# 323093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.