ROBERT J. SOLLAZZO

QUENT CAPITAL | SENIOR ASSOCIATE

New York, NY 10036

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CRD#: 7431805

Professional summary

ROBERT JAMES SOLLAZZO, who also goes by Sollazzo, is a registered financial advisor currently at QUENT CAPITAL, LLC located in New York, New York.

ROBERT is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. ROBERT has worked at 3 firms and has passed the Series 65 exam.

Biography

Robert is a Senior Associate in the New York office. He works closely with advisors to provide customized investment solutions, tax and estate planning solutions, and other financial analysis to high- and ultra-high-net worth individual and families.

Prior to joining Cerity Partners, Robert served as a Vice President at a large national wealth management firm formerly known as KLS Advisors. He initially joined the firm as an Associate, where he handled day-to-day client operational needs and supported wealth advisors in their financial analysis.

In his spare time, Robert is an avid New York sports fan and enjoys traveling.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sollazzo

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 ROBERT JAMES SOLLAZZO'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

Education

Hamilton College

B.A. - Economics, with a minor in Government

Experience

Current

July 7, 2025 - Present

QUENT CAPITAL, LLC

Office #1: 1120 Avenue Of The Americas 4th Floor, New York, NY, 10036

RIA

CRD#: 308203

New York, NY

Past

March 30, 2023 - May 19, 2025

CERITY PARTNERS LLC

RIA

CRD#: 151559

NEW YORK, NY

Past

August 31, 2021 - March 17, 2023

SVB WEALTH

RIA

CRD#: 172832

NEW YORK, NY

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".

QUENT CAPITAL, LLC

CRD#: 308203 / SEC#: 801-118601

RIA

Registered Investment Advisory firm - (4/30/2020 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

New York
(7/7/2025)

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: 12/13/2018

Uniform Investment Adviser Law Examination

Current Firm

QUENT CAPITAL, LLC

CRD#: 308203 / SEC#: 801-118601

RIA

Registered Investment Advisory firm - (4/30/2020 Approved)

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Contact information

Main Address

1120 Avenue Of The Americas 4th Floor, New York, NY, 10036

Mailing Address

Phone number

(212) 796-0707

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,406
AUM (Assets Under Management)	$ 1,647,915,798

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/19/2024	Cover Page	Report
11/30/2023	Cover Page	Report
08/26/2022	Cover Page	Report

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.

Contact information

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ROBERT J. SOLLAZZO

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view ROBERT JAMES SOLLAZZO's CRS (Customer Relationship Summary).

Certified licenses

Education

Hamilton College

Experience

QUENT CAPITAL, LLC

CERITY PARTNERS LLC

SVB WEALTH

Primary Firm SEC Registration

QUENT CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2018

Current Firm

QUENT CAPITAL, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

QUENT CAPITAL, LLC

TRUST BUT VERIFY

Contact information

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