Eric R. Solomon
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.
Eric Robert Solomon, who also goes by Eric Solomon, was a registered financial professional .
Eric is a previously registered financial professional and started their career in finance in 2022. Eric had worked at 3 firms and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2025 - May 27, 2025
APOGEE WEALTH MANAGEMENT
June 2, 2022 - July 28, 2022
INTEGRATED CAPITAL MANAGEMENT
January 31, 2022 - June 2, 2022
PARAGON RETIREMENT PLANNING, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
APOGEE WEALTH MANAGEMENT
CRD#: 328392 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 23,600,000 |
Red Flags
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