Financial ADVSR advisor directory · SEC adviser records
Solitude Financial Services, Inc. financial advisors in Charlottesville, VA
Every SEC-registered investment adviser representative at a Solitude Financial Services, Inc. office in Charlottesville, A to Z.
The short answer
4 registered advisors work at Solitude Financial Services, Inc. in Charlottesville, out of 5 at the firm nationwide; it ranks number 18 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Solitude Financial Services, Inc. advisors in Charlottesville, A to Z
Every Solitude Financial Services, Inc. advisor →- Ty W. BilderbackCertified Financial Planner, Chartered Financial Analyst
- Jacob L. FlemingCertified Financial Planner
- Gene M. KowalskiInvestment adviser rep
- Michael WhitneyCertified Financial Planner
Solitude Financial Services, Inc. advisors in every city and state →Solitude Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Solitude Financial Services, Inc. advisors in other cities
Other firms in Charlottesville
All Charlottesville advisors →Wells Fargo Clearing Services, LLC 24LPL Financial LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Ameriprise Financial Services, LLC 15Davenport & Company LLC 14Truist Advisory Services, Inc. 11Raymond James Financial Services Advisors, Inc. 9Cary Street Partners 7Marotta Wealth Management, Inc. 7Cetera Investment Advisers LLC 6Stifel, Nicolaus & Company, Incorporated 6A. N. Culbertson & Company, Inc. 5
Questions
How many financial advisors does Solitude Financial Services, Inc. have in Charlottesville?
4 investment adviser representatives are registered at Solitude Financial Services, Inc. offices in Charlottesville, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Solitude Financial Services, Inc. one of the largest advisor employers in Charlottesville?
Solitude Financial Services, Inc. ranks number 18 in Charlottesville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 24.
How do I check a Solitude Financial Services, Inc. advisor in Charlottesville?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Solitude Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.