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Samuel P. Solomon

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CRD#: 705686
SS

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.

Samuel Pedraza Solomon, who also goes by Samuel Ronald Pedraza, Samuel Pedraza Soloman, was a registered financial professional .

Samuel is a previously registered financial professional and started their career in finance in 1980. Samuel had worked at 7 firms and has passed the Series 65, Series 63, Series 5, Series 7, Series 53, Series 24 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Samuel Ronald Pedraza | Samuel Pedraza Soloman

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.
I HAVE SOME ACCOUNTS IN WHICH I AM AN ADVISOR THROUGH CHARLES SCHWAB-FEE BASED BUSINESS ONLY.

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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

February 10, 2021 - December 31, 2022

SOLOMON ADVISORS

RIA
CRD#: 26610
KELLER, TX
Past

September 26, 2018 - December 31, 2018

SOLOMON ADVISORS

RIA
CRD#: 26610
DALLAS, TX
Past

December 20, 2007 - December 31, 2017

SOLOMON ADVISORS

RIA
CRD#: 26610
DALLAS, TX
Past

December 5, 1990 - March 18, 2008

SOLOMON ADVISORS

BD
CRD#: 26610
DALLAS, TX
Past

May 15, 1990 - November 23, 1991

PRIVATE BROKERS CORPORATION

BD
CRD#: 18314
DALLAS, TX
Past

September 21, 1988 - May 8, 1990

PROSPERA FINANCIAL SERVICES, INC.

BD
CRD#: 10740
DALLAS, TX
Past

June 6, 1986 - September 21, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

December 2, 1985 - July 3, 1986

UNDERWOOD, NEUHAUS & CO., INCORPORATED

BD
CRD#: 839
Past

October 21, 1983 - December 12, 1985

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

February 11, 1981 - November 23, 1983

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

February 22, 1980 - March 9, 1981

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

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
IAR
Series 65
Date: 6/13/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SA
SOLOMON ADVISORS
AIZEN, PEDRAZA AND ASSOCIATES, INC. | SOLOMON,SAMUEL, P | SOLOMON ADVISORS, INC. | SOLOMON ADVISORS | SOLOMON & ASSOC., INC. | S. SOLOMON & ASSOC., INC. | APG SECURITIES | AIZEN, SOLOMON, & SCHILLER, INC. | AIZEN, PEDRAZA, GILMORE & ASSOCIATES, INC.

CRD#: 26610 / SEC#: , 8-42685

BD
Terminated by SEC on 02/19/2008
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Contact information


Main Address
5575 Bovine Dr #8105, Keller, TX 75205
Mailing Address
5575 Bovine Dr #8105, Dallas, TX 76244
Phone number
(972) 740-5724
Established
Texas since 12/08/1999
Firm type
Corporation
Fiscal year end
December
# of Employees
1

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
SOLOMON, SAMUEL PEDRAZACEO705686

Regulatory assets under management


Total Number of Accounts32
AUM (Assets Under Management)$ 5,000,000

Disclosures


Regulatory Event4
Arbitration2

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


SOLOMON ADVISORS

CRD#: 26610

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