Giovanni Marcellino Soleti
Professional Summary
Giovanni Marcellino Soleti, who also goes by Giovanni M Soleti, Giovanni Marcellino Soleti, Gianni Soleti, is a registered financial advisor currently at I5EQUITY located in San Francisco, California. Giovanni is registered as a RR (Registered Representative) and started their career in finance in 2014. Giovanni has worked at 4 firms and has passed the Series 63, Series 7TO, SIE, Series 79 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Giovanni M Soleti, Giovanni Marcellino Soleti, Gianni Soleti
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
GOLOMB SOLETI CAPITAL | I5EQUITY
Contact Information
Main Address
1700 Montgomery Street Suite 108, San Francisco, CA 94111Mailing Address
1700 Montgomery St Suite 108, San Francisco, CA 94111Phone Number
(650) 732-2223Established
California since 06/22/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (17 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/10/2020)
(5/7/2025)
(7/9/2025)
(7/1/2025)
(4/6/2026)
(5/8/2025)
(6/30/2025)
(7/21/2025)
(5/5/2025)
(5/2/2025)
(5/2/2025)
(7/14/2026)
(6/24/2026)
(2/6/2023)
(11/4/2025)
(7/13/2026)
(5/19/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Dec 2012About the Series 79 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Giovanni Marcellino Soleti's CRS (Customer Relationship Summary).
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