Andrew
Rader

Sollinda Capital Management LLC

CRD#6110495
Investment Advisor
in Miami, FL

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About this Advisor

Andrew Rader is a financial advisor based in Miami, Florida, working with Sollinda Capital Management LLC. Andrew has previously held positions at Capital Investment Group, Inc, Capital Investment Advisory Services, LLC, New Horizon Financial Group, Sollinda Capital Management LLC, Pnc Investments, and Packerland Brokerage Services. Andrew has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Andrew is part of Sollinda Capital Management LLC, which operates out of Miami, Florida. The firm has 1 office and 14 employees. The firm manages assets totaling $916.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Sollinda Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1111 Brickell Ave 10Th Floor, Suite 68
Miami, FL 33131

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Sollinda Capital Management LLC Brokerage Details

Total Assets Under Management

$916,803,171

FL Average: $1,855,561,029
Total Number of Employees

14

FL Average: 62
Total Number of Accounts

1,159

FL Average: 2,474
Average Account Size

$791,029

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Rader Work History

2023 - Present (2 years)

Sollinda Capital Management LLC

2019 - Present (6 years)

Capital Investment Group, Inc

2016 - 2017 (1 year)

Capital Investment Group, Inc

2016 - 2023 (7 years)

Capital Investment Advisory Services, LLC

2014 - 2014 (< 1 year)

New Horizon Financial Group

2014 - 2016 (2 years)

Pnc Investments

2014 - 2014 (< 1 year)

Packerland Brokerage Services

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Disclosures

Please visit the SEC profile of Andrew Rader 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 Sollinda Capital Management LLC

Andrew Rader
Miami, FL
Gavin Langley
Miami, FL
Jonathan Ingram
Roanoke, VA
Justin Greenhill
Miami, FL
James Beam
Miami, FL
Anna Winger
Hickory, NC
David Van Horn
Miami, FL
Ryan Mumy
Hickory, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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