David
Solomon
Mariner Independent
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About this Advisor
David Solomon is a financial advisor based in Livingston, New Jersey, working with Mariner Independent. David has previously held positions at Goldman Sachs & Co, Lpl Financial LLC, Carbon Wealth Management, Gladstone Wealth Partners, and Mariner Platform Solutions. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, David is part of Mariner Independent, which operates out of Livingston, New Jersey. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
David Solomon Work History
Carbon Wealth Management
Mariner Platform Solutions
Lpl Financial LLC
Lpl Financial LLC
Gladstone Wealth Partners
Goldman Sachs & Co
Disclosures
Please visit the SEC profile of David Solomon 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 Mariner Independent
Ramsey, NJ
Florham Park, NJ
Manhattan Beach, CA
Palos Verdes Peninsula, CA
Thousand Oaks, CA
Warrenton, VA
Los Angeles, CA
Thousand Oaks, CA
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