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ES

Edward A. Soltys

LARRAINVIAL SECURITIES US LLC
New York, NY 10017
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CRD#: 2525531
ES

Professional summary


Edward Anthony Soltys JR, CIMA®, who also goes by Edward Soltys, is a registered financial professional currently at LARRAINVIAL SECURITIES US LLC located in New York, New York.

Edward is registered as a RR (Registered Representative) and started their career in finance in 1994. Edward has worked at 8 firms and has passed the Series 63, Series 3, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Edward Soltys

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) - BD


Click below to view Edward Anthony Soltys JR'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®
CIMA®

Experience


Current

November 23, 2021 - Present

LARRAINVIAL SECURITIES US LLC

Office #1: 400 Madison Avenue Suite 5c, New York, NY 10017
BD
CRD#: 152424
New York, NY
Past

May 1, 2012 - January 29, 2021

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

January 1, 2001 - June 18, 2012

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

June 1, 2000 - January 1, 2001

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

March 18, 1999 - June 1, 2000

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

August 21, 1996 - February 17, 1999

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

February 2, 1996 - July 10, 1996

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA
Past

June 29, 1995 - August 8, 1996

ESSEX NATIONAL SECURITIES, LLC

BD
CRD#: 25454
NAPA, CA
Past

August 25, 1994 - February 22, 1995

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/10/2022)
RR
Alaska
(2/24/2022)
RR
Arizona
(2/17/2022)
RR
Arkansas
(4/11/2022)
RR
California
(1/13/2022)
RR
Colorado
(1/13/2022)
RR
Connecticut
(2/17/2022)
RR
Delaware
(6/21/2022)
RR
District of Columbia
(2/24/2022)
RR
Florida
(1/13/2022)
RR
Georgia
(2/16/2022)
RR
Hawaii
(3/7/2022)
RR
Idaho
(1/19/2022)
RR
Illinois
(5/23/2022)
RR
Indiana
(3/21/2022)
RR
Iowa
(1/18/2022)
RR
Kansas
(2/4/2022)
RR
Kentucky
(1/19/2022)
RR
Louisiana
(2/7/2022)
RR
Maine
(2/28/2022)
RR
Maryland
(2/2/2022)
RR
Massachusetts
(5/6/2022)
RR
Michigan
(4/6/2022)
RR
Minnesota
(4/18/2022)
RR
Mississippi
(1/13/2022)
RR
Missouri
(3/23/2022)
RR
Montana
(2/8/2022)
RR
Nebraska
(2/7/2022)
RR
Nevada
(1/28/2022)
RR
New Hampshire
(4/15/2022)
RR
New Jersey
(2/17/2022)
RR
New Mexico
(4/8/2022)
RR
New York
(11/23/2021)
RR
North Carolina
(1/21/2022)
RR
North Dakota
(2/3/2022)
RR
Ohio
(2/2/2022)
RR
Oklahoma
(1/13/2022)
RR
Oregon
(2/8/2022)
RR
Pennsylvania
(1/13/2022)
RR
Puerto Rico
(2/22/2022)
RR
Rhode Island
(1/18/2022)
RR
South Carolina
(2/3/2022)
RR
South Dakota
(1/18/2022)
RR
Tennessee
(2/28/2022)
RR
Texas
(1/20/2022)
RR
Utah
(1/13/2022)
RR
Vermont
(3/22/2022)
RR
Virginia
(2/2/2022)
RR
Washington
(2/16/2022)
RR
West Virginia
(3/1/2022)
RR
Wisconsin
(2/16/2022)
RR
Wyoming
(2/9/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 10/4/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LARRAINVIAL SECURITIES US LLC
LARRAINVIAL SECURITIES US LLC

CRD#: 152424 / SEC#: , 8-68452

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information


Main Address
El Bosque Norte 0177, Las Condes Santiago 7550100
Mailing Address
400 Madison Avenue Suite 5c, New York, NY 10017
Phone number
562 2339-8562
Established
Delaware since 11/02/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
LARRAIN VIAL SPAMANAGING MEMBER
CHIN, PHYLLIS NYUK FAHFINOP6250921
LARRAIN, CLAUDIO PATRICIOCEO5742665
MATTIELLI, LOUIS DOMENICCHIEF COMPLIANCE OFFICER1074096
SKINNER, LUIS FRANCISCOCO-CCO5742669

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.

Company Information


LARRAINVIAL SECURITIES US LLC

CRD#: 152424New York, NY 10017

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