John
Solik
Journey Strategic Wealth LLC
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About this Advisor
John Solik is a financial advisor based in Long Island City, New York, working with Journey Strategic Wealth LLC. John has previously held positions at Stormharbour Securities Lp, Odeon Capital Group, Morgan Stanley, Morgan Stanley Private Bank, N.A, Journey Strategic Wealth LLC, and Purshe Kaplan Sterling Investments. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, John is part of Journey Strategic Wealth LLC, which operates out of Long Island City, New York. The firm has 3 offices and 23 employees. The firm manages assets totaling $3.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 Journey Strategic Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Journey Strategic Wealth LLC Brokerage Details
$3,069,968,934
23
1,898
$1,617,476
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
John Solik Work History
Journey Strategic Wealth LLC
Purshe Kaplan Sterling Investments
Odeon Capital Group
Morgan Stanley
Morgan Stanley Private Bank, N.A
Stormharbour Securities Lp
Disclosures
Please visit the SEC profile of John Solik 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 Journey Strategic Wealth LLC
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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