William Edward Einstein
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Einstein, William E Einstein
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Years of Experience
14 years in the financial services industry
Current & Past Employments
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Current Firm
SOLOMON HESS CAPITAL MANAGEMENT | SOLOMON HESS SBA MANAGEMENT LLC | SOLOMON HESS LLC
Contact Information
Main Address
3811 Fairfax Dr. Suite 710, Arlington, VA 22203Phone Number
(703) 356-3333# of Employees
7SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$1,077,739,681Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
Primary Firm SEC Registration
SOLOMON HESS CAPITAL MANAGEMENT | SOLOMON HESS SBA MANAGEMENT LLC | SOLOMON HESS LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view William Edward Einstein's CRS (Customer Relationship Summary).
Similar Advisors
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EVERMAY WEALTH MANAGEMENT, LLC
EAGLE STRATEGIES LLC
