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Robert Francis Solimano

Angel Oak Financial Services LLC

Montvale, NJ

CRD 1765440

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Employer firm

Angel Oak Financial Services LLC CRD 175497

$30.3M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Angel Oak Financial Services Llc

Montvale, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2015-05-08
  • NJ RA
    APPROVED
    Since 2015-05-08

Branch Locations

Montvale, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Angel Oak Financial Services Llc Montvale NJ 03/2015 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-16
  • S66 Uniform Combined State Law Examination
    2014-06-16

View on SEC IAPD

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