Roberto Henrique Solano

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

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

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

Current Employers

Employment History

• 02/2008 → 06/2017
  Morgan Stanley
  Boston, MA
• 06/2017 → 05/2022
  Raymond James Financial Services, Inc.
  Boston, MA
• 06/2017 → Present
  Steward Partners Global Advisory, Llc
  Andover, MA
• 06/2017 → Present
  Steward Partners Investment Advisory, Llc
  Andover, MA
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Andover, MA

Previous Registrations

• 2009-06-01 → 2017-06-30
  Morgan Stanley
  Boston, MA
• 2008-10-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  Boston, MA

Other Businesses

(1) Name of Business: Lucy I. Solano Irrevocable Trust Address: 6 Trumpeters Lane, Andover, MA, United States Activity Type: Control Person Position/Title: Trustee Investment Related: No Start Date: 04/30/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee of my sister's Special Needs Trust. Her name is Lucy (2) Name of Business: Solano Wealth Management Group Address: One International Place Suite 3210, Boston, MA, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/27/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: Steward Partners Global Advisory Address: One International Place Suite 3210, Boston, MA, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 08/30/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Install insurance products listed. (4) Name of Business: Steward Partners Investment Advisory LLC Address: One International Place Suite 3210, Boston, MA, 02110, United States Activity Type: Independent RIA Position/Title: Advisor, Partner Investment Related: Yes Start Date: 06/29/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide Advisory Services to clients. (5)Name of Business: Swan Crossing Condo Association Address: 6 Trumpeters Lane, Andover, MA, 01810, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 04/18/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in maintenance and budget decisions for condominium facilities where I reside.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-24
• S65 Uniform Investment Adviser Law Examination
  1998-07-21

Other Names

• Roberto Henrique Solano
• Bob Solano
• Roberto H Solano