Principal, Wealth Advisor · Solitude Financial Services, Inc.
Gene M. Kowalski
CRD 5665299 · Named on Form ADV at one SEC-registered adviser
At a glance
Solitude Financial Services, Inc., an SEC-registered wealth manager based in Charlottesville, VA with $364 million in regulatory assets, lists Gene M. Kowalski on its Form ADV as Principal, Wealth Advisor, a control person.
Firms and roles
- Solitude Financial Services, Inc.Principal, Wealth AdvisorWealth manager · Charlottesville, VA · $364M in regulatory assets
AtlasMembers
Gene’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Lindlee L. MilesChief Technology Officer, Solitude Financial Services, Inc.
- Ashley J. ViceWealth Advisor, Solitude Financial Services, Inc.
- Jennifer S. Kidd FinneranChief of Staff, Solitude Financial Services, Inc.
- Ty W BilderbackWealth Advisor & Chief Compliance Officer, Solitude Financial Services, Inc.
- Andrew J St. JeanWealth Advisor, Solitude Financial Services, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gene’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.