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AS

Amy H. Solano

Some features on this profile are disabled
CRD#: 4581841
AS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Amy Hamilton Solano, CFP®, who also goes by Amy Hamilton Solano, Amy Solano, Amy H Solano, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2009. Amy had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amy Hamilton Solano | Amy Solano | Amy H Solano

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Experience

Past

December 7, 2021 - November 15, 2023

RIVERSEDGE ADVISORS

RIA
CRD#: 298390
WILMINGTON, DE
Past

March 15, 2021 - November 22, 2021

MORGAN STANLEY

RIA
CRD#: 149777
Greenville, DE
Past

March 15, 2021 - November 22, 2021

MORGAN STANLEY

BD
CRD#: 149777
Greenville, DE
Past

October 16, 2014 - September 16, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Ardmore, PA
Past

October 16, 2014 - September 16, 2020

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Ardmore, PA
Past

October 3, 2012 - October 24, 2014

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WILMINGTON, DE
Past

October 3, 2012 - October 24, 2014

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WILMINGTON, DE
Past

January 8, 2010 - October 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
WILMINGTON, DE
Past

June 23, 2009 - October 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
WILMINGTON, DE

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".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/28/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/22/2009
General Securities Representative Examination

Current Firm

RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)
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Contact information

Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts1,415
AUM (Assets Under Management)$ 708,414,018

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

RIVERSEDGE ADVISORS

CRD#: 298390

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