Stephen
Solaka
Belmont Capital Group
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About this Advisor
Stephen Solaka is a financial advisor operating in Los Angeles, California with 13 years of relevant experience. Solaka is an advisor for Belmont Capital Group. They have worked at Belmont Capital Group for their whole career. Solaka holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California, Florida and Texas. Belmont Capital Group is a registered investment company headquartered in Los Angeles, CA. It has $478 million in total assets across its 183 customer accounts, placing it among the larger firms in the country by assets under management. The firm advises one charitable organizations. Of its 183 accounts, 86% are associated with high-net-worth investors who have more than $1 million in investable assets. Belmont Capital Group performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fees vary depending on the financial services provided. However, fees billed by Belmont Capital Group typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belmont Capital Group Brokerage Details
$478,338,851
4
183
$2,613,874
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Stephen Solaka Work History
Stephen has been registered as a financial advisor for 13 years.*
Belmont Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Solaka to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belmont Capital Group
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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