Robert F. Solimano

ANGEL OAK FINANCIAL SERVICES

Montvale, NJ

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CRD#: 1765440

Professional summary

Robert Francis Solimano, CFP® is a registered financial advisor currently at ANGEL OAK FINANCIAL SERVICES LLC located in Montvale, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Business Owners

Cash Flow/Budgets/Credit Issues

College/Education Planning

Hourly

Investment Advice with Ongoing Management

Middle Income Client Needs

Biography

Mr. Solimano has an extensive business and entrepreneurial background. Prior to entering the field of financial planning he had a successful career in small business development, administration and consulting. His many years of business experience is invariably called upon when discussing planning for individuals and businesses. As an entrepreneur, he has always enjoyed the challenges of day to day operations and the varied ways problems can be solved. 

Currently Mr. Solimano is an active volunteer with the Nationally Chartered SCORE volunteer association as a small business mentor.

He resides in Montvale New Jersey with his wife Karen and their two sons, Michael a graduate of Amherst College and Jonathan, a sophomore at Penn State University.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Education Planning

Estate Planning

Investment Planning

Small Business Planning

Retirement Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Solimano's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

May 8, 2015 - Present

ANGEL OAK FINANCIAL SERVICES LLC

RIA

CRD#: 175497

Montvale, NJ

Past

June 17, 2014 - March 11, 2015

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PARAMUS, NJ

Past

May 19, 2014 - March 11, 2015

UBS FINANCIAL SERVICES INC.

CRD#: 8174

PARAMUS, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/8/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/16/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/11/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2014

General Securities Representative Examination

Current Firm

ANGEL OAK FINANCIAL SERVICES LLC

CRD#: 175497 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/8/2015 Approved)

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Contact information

Main Address

Montvale, NJ

Mailing Address

Phone number

(914) 772-2050

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	104
AUM (Assets Under Management)	$ 26,062,222

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Robert F. Solimano

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Solimano's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANGEL OAK FINANCIAL SERVICES LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/16/2014

SIE

Date: 3/11/2015

Series 7

Date: 5/19/2014

Current Firm

ANGEL OAK FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANGEL OAK FINANCIAL SERVICES LLC

TRUST BUT VERIFY

Contact information

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