Zachary Joseph Solomon
Professional Summary
Zachary Joseph Solomon, who also goes by Zach Solomon, is a registered financial advisor currently at CLASS VI SECURITIES, LLC located in Denver, Colorado. Zachary is registered as a RR (Registered Representative) and started their career in finance in 2022. Zachary has worked at 1 firm and has passed the Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zachary Joseph Solomon, Zach Solomon
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
CAPITAL VALUE M&A, LLC | CVA SECURITIES, LLC | CLASS VI SECURITIES, LLC | CAPITALVALUE ADVISORS, LLC
Contact Information
Main Address
255 Fillmore Street Suite 500, Denver, CO 80206Mailing Address
255 Fillmore Street Suite 500, Denver, CO 80206Phone Number
(303) 243-5601Established
Colorado since 01/24/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PAU HANA INVESTMENTS, LLC | MEMBER | — |
| THE SILVERCLOUD COMPANIES, INC | MEMBER | — |
| DESCANSO ROAD, LLC | MINORITY MEMBER | — |
| GIBSON, ZACHARY E | MANAGING DIRECTOR | 5424913 |
| KRAMERICA INDUSTRIES, LLC | MINORITY MEMBER | — |
| LOONSTRUCK, LLC | MINORITY MEMBER | — |
| MDBHBC INVESTMENTS, LLC | MINORITY MEMBER | — |
| TOLSON, DAVID CHILLINGWORTH JR | MANAGER | 5626792 |
| YOUNGER, CHRISTOPHER JON | MANAGER, CHIEF COMPLIANCE OFFICER | 5626789 |
| ZINNIA STREET, LLC | MINORITY MEMBER | — |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/19/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Aug 2022About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Zachary Joseph Solomon's CRS (Customer Relationship Summary).
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