William E. Einstein

SOLOMON HESS CAPITAL MANAGEMENT

ARLINGTON, VA 22203

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CRD#: 2556648

Professional summary

William Edward Einstein, who also goes by Bill Einstein, William E Einstein, is a registered financial advisor currently at SOLOMON HESS CAPITAL MANAGEMENT located in Arlington, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Einstein | William E Einstein

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 William Edward Einstein'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®

None

Experience

Current

July 24, 2012 - Present

SOLOMON HESS CAPITAL MANAGEMENT

Office #1: 3811 Fairfax Dr. Suite 710, Arlington, VA 22203

RIA

CRD#: 158481

ARLINGTON, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOLOMON HESS CAPITAL MANAGEMENT

SOLOMON HESS CAPITAL MANAGEMENT | SOLOMON HESS SBA MANAGEMENT LLC | SOLOMON HESS LLC

CRD#: 158481 / SEC#: 801-73744

RIA

Registered Investment Advisory firm - (3/19/2012 Approved)

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

Virginia
(7/24/2012)

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 65

Date: 7/23/2012

Uniform Investment Adviser Law Examination

Current Firm

SOLOMON HESS CAPITAL MANAGEMENT

SOLOMON HESS CAPITAL MANAGEMENT | SOLOMON HESS SBA MANAGEMENT LLC | SOLOMON HESS LLC

CRD#: 158481 / SEC#: 801-73744

RIA

Registered Investment Advisory firm - (3/19/2012 Approved)

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Contact information

Main Address

3811 Fairfax Dr. Suite 710, Arlington, VA 22203

Mailing Address

Phone number

(703) 356-3333

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

SOLOMON HESS BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 939,201,104

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.

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William E. Einstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Einstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLOMON HESS CAPITAL MANAGEMENT

Primary Firm SEC Registration

SOLOMON HESS CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2012

Current Firm

SOLOMON HESS CAPITAL MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLOMON HESS CAPITAL MANAGEMENT

TRUST BUT VERIFY

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