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Joseph Solano

Strategic Advisers LLC

Houston, TX

Cypress, TX

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5322 Fm 1960 Rd W, Houston, TX 77069-4404 • United States

Cypress, TX • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 03/2018 09/2019
Cindy Gunawan Houston TX 09/2019 03/2020
Northwestern Mutual Investment Services Llc Houtson TX 09/2018 03/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2019 09/2019
Fidelity Investments Houston TX 03/2020 02/2021
Student Valrco FL 09/2017 08/2018
Elite Legacy Education Cape Coral FL 09/2015 09/2017
Michael Slabic Houston TX 03/2021 03/2024
Northwestern Mutual Investment Services Llc Houston TX 03/2021 03/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 05/2023 03/2024
Fidelity Investments Houston TX 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 09/2019
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2019 → 03/2020
    Cindy Gunawan
    Houston, TX
  • 09/2018 → 03/2020
    Northwestern Mutual Investment Services Llc
    Houtson, TX
  • 05/2019 → 09/2019
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2020 → 02/2021
    Fidelity Investments
    Houston, TX
  • 09/2017 → 08/2018
    Student
    Valrco, FL
  • 09/2015 → 09/2017
    Elite Legacy Education
    Cape Coral, FL
  • 03/2021 → 03/2024
    Michael Slabic
    Houston, TX
  • 03/2021 → 03/2024
    Northwestern Mutual Investment Services Llc
    Houston, TX
  • 05/2023 → 03/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2024 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-01
S63 Uniform Securities Agent State Law Examination 2019-04-05
  • S66 Uniform Combined State Law Examination
    2024-06-01
  • S63 Uniform Securities Agent State Law Examination
    2019-04-05
Other Names
  • Joseph Solano
  • Joseph Solano
  • Joseph Alexander Solano
  • Joseph Solano

View on SEC IAPD

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