Andrea L. Solana

MASECO PRIVATE WEALTH

LONDON, WC2R 0HS

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CRD#: 5143664

Professional summary

Andrea Lauren Solana, who also goes by Andrea Lauren Call, is a registered financial advisor currently at MASECO PRIVATE WEALTH .

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Andrea has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Lauren Call

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 Andrea Lauren Solana's CRS (Customer Relationship Summary).

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

June 6, 2014 - Present

MASECO PRIVATE WEALTH

Office #1: Burleigh House 357 Strand, London, WC2R 0HS

RIA

CRD#: 147686

LONDON,

Past

May 17, 2006 - September 25, 2013

WOLF GROUP CAPITAL ADVISORS

RIA

CRD#: 111647

FAIRFAX, 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".

MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA

Registered Investment Advisory firm - (8/18/2008 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

California
(6/6/2014)

IAR

Texas
(1/17/2018)

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: 2/17/2006

Uniform Investment Adviser Law Examination

Current Firm

MASECO PRIVATE WEALTH

MASECO FINANCIAL | MASECO PRIVATE WEALTH | MASECO LLP | MASECO INSTITUTIONAL

CRD#: 147686 / SEC#: 801-69385

RIA

Registered Investment Advisory firm - (8/18/2008 Approved)

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Contact information

Main Address

The Kodak 11 Keeley Street, London, WC2B 4BA

Mailing Address

Phone number

+44 20 7043 0455

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A ADV BROCHURE JULY 2025 (7/22/2025)

Regulatory assets under management

Total Number of Accounts	4,554
AUM (Assets Under Management)	$ 3,829,868,260

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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Andrea L. Solana

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Lauren Solana's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASECO PRIVATE WEALTH

WOLF GROUP CAPITAL ADVISORS

Primary Firm SEC Registration

MASECO PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2006

Current Firm

MASECO PRIVATE WEALTH

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MASECO PRIVATE WEALTH

TRUST BUT VERIFY

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