Henry Robert Soluk

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 11/2006 → 01/2021
  Td Ameritrade, Inc.
  Melville, NY
• 02/2021 → 07/2021
  Assetmark Brokerage, Llc
  Bethpage, NY
• 02/2021 → 07/2021
  Assetmark Financial, Inc.
  Bethpage, NY
• 07/2021 → 09/2022
  Altruist Corp
  Venice, CA
• 07/2021 → 09/2022
  Altruist Financial Llc
  Venice, CA
• 07/2021 → 09/2022
  Altruist Llc
  Venice, CA
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Bethpage, NY
• 10/2022 → 07/2023
  Unemployed
  Bethpage, NY

Previous Registrations

• 2021-04-04 → 2021-07-28
  Assetmark, Inc.
  Bethpage, NY
  Concord, CA
• 2007-02-07 → 2021-01-06
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  Lake Grove, NY
  Jersey City, NJ
  W. Conshochocken, PA
  Melville, NY
  Bethpage, NY
• 2002-08-08 → 2004-11-05
  Kobren Insight Management Inc
  Ashland, MA

Exams

• S66 Uniform Combined State Law Examination
  2002-09-03
• S63 Uniform Securities Agent State Law Examination
  1995-09-13

Other Names

• Henry Robert Soluk
• Hank Soluk
• Henry Robert Soluk
• Henry R Soluk
• Henry R Soluk
• Hank Soluk
• Henry Soluk