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Sara Solano
LODESTAR ADVISORY GROUP
Long Valley, NJ
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CRD#: 8044562
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Professional summary
Sara Solano is a registered financial advisor currently at LODESTAR ADVISORY GROUP, LLC located in Long Valley, New Jersey.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Sara has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sara Solano's 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®
NoneExperience
Current
February 21, 2025 - Present
LODESTAR ADVISORY GROUP, LLC
RIA
CRD#: 127591
Long Valley, NJ
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
California(2/21/2025)
IAR
Florida(3/31/2025)
IAR
New Jersey(3/4/2025)
Current Firm
LODESTAR ADVISORY GROUP, LLC
LODESTAR ADVISORY GROUP, LLC
CRD#: 127591 / SEC#:
Arizona
Registered Investment Advisory firm - (10/23/2024 Terminated)California
Registered Investment Advisory firm - (5/11/2017 Approved)Florida
Registered Investment Advisory firm - (12/7/2020 Approved)New Jersey
Registered Investment Advisory firm - (8/28/2003 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
Mailing Address
Phone number
(239) 325-5110
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 348 |
| AUM (Assets Under Management) | $ 69,344,767 |
Red Flags
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