George Roumpos

SOLITUDE WEALTH ADVISORS.

Holladay, UT 84117

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CRD#: 6154717

Professional summary

George Roumpos is a registered financial advisor currently at SOLITUDE WEALTH ADVISORS, LLC. located in Holladay, Utah.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. George has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Roumpos'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®

None

Experience

Current

September 26, 2016 - Present

SOLITUDE WEALTH ADVISORS, LLC.

Office #1: 5200 South Highland Drive Suite 203, Holladay, UT 84117

RIA

CRD#: 142357

Holladay, UT

Past

January 16, 2013 - December 31, 2014

SOLITUDE WEALTH ADVISORS, LLC.

RIA

CRD#: 142357

SOUTH JORDAN, UT

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

Utah
(9/26/2016)

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: 5/12/2011

Uniform Investment Adviser Law Examination

Current Firm

SOLITUDE WEALTH ADVISORS, LLC.

GALILEO FINANCIAL ADVISORS, LLC | SOLITUDE WEALTH ADVISORS, LLC.

CRD#: 142357 / SEC#:

Idaho

Registered Investment Advisory firm - (12/5/2012 Approved)

Utah

Registered Investment Advisory firm - (12/31/2006 Approved)

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Contact information

Main Address

5200 South Highland Drive Suite 203, Holladay, UT 84117

Mailing Address

Phone number

(801) 797-6232

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	146
AUM (Assets Under Management)	$ 30,214,106

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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George Roumpos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Roumpos's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOLITUDE WEALTH ADVISORS, LLC.

SOLITUDE WEALTH ADVISORS, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2011

Current Firm

SOLITUDE WEALTH ADVISORS, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOLITUDE WEALTH ADVISORS, LLC.

TRUST BUT VERIFY

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