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SA

Solomon Apprey

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CRD#: 6991143
SA

Professional summary


Solomon Apprey was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Solomon is a previously registered financial professional and started their career in finance in 2019. Prior to being barred, Solomon had worked at 3 firms, which includes PRINCETON WEALTH MANAGEMENT ALLIANCE LLC, PRUCO SECURITIES LLC., EQUITABLE ADVISORS LLC.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Solomon Ewusi Apprey

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®
None

Experience


Past

March 2, 2020 - May 12, 2020

PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

RIA
CRD#: 298614
Princeton, NJ
Past

October 30, 2019 - March 3, 2020

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
WHITE PLAINS, NY
Past

September 18, 2019 - March 3, 2020

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
WHITE PLAINS, NY
Past

February 5, 2019 - August 1, 2019

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
STAMFORD, CT

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: 7/20/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/5/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PW
PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC
PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

CRD#: 298614 / SEC#:

New Jersey
Registered Investment Advisory firm - (10/4/2018 Approved)
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Contact information


Main Address
103 Carnegie Center Drive Suite 324, Princeton, NJ 08540
Mailing Address
Phone number
(609) 212-2934
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts372
AUM (Assets Under Management)$ 66,844,984

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


PRINCETON WEALTH MANAGEMENT ALLIANCE, LLC

CRD#: 298614

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