SM
Solomon Massey
CETERA INVESTMENT ADVISERS LLC
SYRACUSE, NY 13211
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CRD#: 2810353
SM
Professional summary
Solomon Massey is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Syracuse, New York and CETERA ADVISORS LLC located in Syracuse, New York.
Solomon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Solomon has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
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.
(1) NAME OF OTHER BUSINESS: MASSEY GROUP WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: SALES BRANCH MANAGER START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 23 APX NUMBER OF HOURS DURING TRADING HOURS: 23 BRIEF DESCRIPTION OF DUTIES: ASSET ALLOCATION USING PROFESSIONAL MONEY MANAGERS (2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START 2008, 20 HOURS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT SELLS LIFE, HEALTH, DISABILITY, GROUP DISABILITY, GROUP TERM-LIFE AND ANNUITIES. (4) NAME OF OTHER BUSINESS: BRIGHT FUTURES WEALTH MANAGEMENT, LLC. INVESTMENT RELATED: YES ADDRESS: 2376 MONROE AVE. ROCHESTER, NY 14618 NATURE OF BUSINESS: WEBSITE LISTING FOR EXISTING AND PROSPECTIVE CLIENTS START DATE: 01/01/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: BRIGHT FUTURES IS JUST PROVIDING A WEBSITE LISTING. (4) NAME OF OTHER BUSINESS: BRIGHT FUTURES WEALTH MANAGEMENT CRD# 284920, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: OUTSIDE REGISTERED INVESTMENT ADVISOR POSITION/TITLE/RELATIONSHIP: SALES BRANCH MANAGER START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISING (5) NAME OF OTHER BUSINESS: SOLOMON MASSEY INSURANCE AGENCY; INVESTMENT RELATED: YES; ADDRESS: 336 WILSHIRE BLVD, CASSELLBERRY FL 32707; NATURE OF BUSINESS: INSURANCE AGENCY; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SELLING FIXED INSURANCE PRODUCTS; (6) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 08/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; (7) NAME OF OTHER BUSINESS: MASSEY DOCTORS INSURANCE SPECIALISTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SELLING AND SERVICING FIXED INSURANCE PRODUCTS AND CLIENTS;
CRS (Client Relationship Summary) - RIA
Click below to view Solomon Massey'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®
NoneExperience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5858 E Molloy Rd Ste 102, Syracuse, NY 13211RIA
CRD#: 105644
SYRACUSE, NY
Current
August 4, 2008 - Present
CETERA ADVISORS LLC
Office #1: 5858 E Molloy Rd Ste 102, Syracuse, NY 13211BD
CRD#: 10299
Syracuse, NY
Past
August 16, 2021 - November 4, 2025
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
RIA
CRD#: 284920
Syracuse, NY
Past
March 31, 2021 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
April 12, 2004 - June 19, 2008
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
SYRACUSE, NY
Past
February 16, 2000 - January 28, 2004
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
Past
November 27, 1996 - February 25, 2000
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.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
California(8/4/2008)
RR
Colorado(1/11/2018)
RR
Florida(8/4/2008)
RR
Illinois(3/21/2025)
RR
Michigan(8/26/2024)
RR
Missouri(11/1/2017)
RR
New York(8/4/2008)
IAR
New York(3/21/2024)
RR
Pennsylvania(8/12/2024)
RR
Texas(11/25/2024)
IAR
Texas(11/25/2024)
RR
Virginia(8/4/2008)
RR
Wisconsin(3/30/2011)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Syracuse, NY 13211TRUST BUT VERIFY
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