Amanda Robinson Solomon

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 10/2016
  Citigroup Global Markets Inc
  Los Angeles, CA
• 10/2016 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 10/2016 → 10/2024
  Bank Of America, N.A.
  Palo Alto, CA
• 12/2024 → Present
  Bmo Harris Bank
  San Francisco, CA
• 12/2025 → Present
  Lpl Financial Llc
  San Francisco, CA

Previous Registrations

• 2016-11-14 → 2024-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  San Francisco, CA
  Charlotte, NC
• 2014-06-17 → 2016-10-12
  Citigroup Global Markets Inc.
  Los Angeles, CA

Other Businesses

1) 12/08/2025-BMO HARRIS BANK-Private Wealth Advisor-Financial Institution Duty-Inv Related-At San Francisco, CA-Start date 11/19/2025-130hrs/mth-8hrs/mth during trading 2) 12/08/2025-BMO Investment Services-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)

Exams

• S66 Uniform Combined State Law Examination
  2014-06-14
• S63 Uniform Securities Agent State Law Examination
  2008-10-08

Other Names

• Amanda Solomon
• Amanda Robinson Solomon