Featured Business Financial Advisor in Rockledge, FL
Rockledge Financial Advisors
Solomon API
1129 S. Hwy Us1 Suite 101
Rockledge, FL 32955
“Advanced Portfolio Intellect (API)”
Advisor Profile
Matthew Myland
Name:  Matthew Myland
Disclosure Link:
www.solomonapi.com
Disclaimer
Information pertaining to Solomon API operations, services, fees and material arrangements is set forth in their current disclosure brochure, the same as available through the Investment Adviser Public Disclosure website.

About Solomon API

This pursuit of understanding of the global economy and financial markets, and translating that into great portfolios has help build a distinct track record of success.

Part of what makes us unique is the value found in our approach of focusing on highly- quantitative modeling. We combine massive amounts of data; world-class computing power and financial expertise to develop sophisticated trading models. And we use technology to constantly refine our investment process and our insight into how the markets will behave. This approach to risk management and having systems in place helps us to find distinctive opportunities, which continues to fuel our growth as a company.

We embrace internally that our work in meaningful to the relationships that have entrusted us. We require internally a fierce focus on striving together for the highest levels of truth and excellence, so that our work is simply not just realized, but felt in our relationships.

We believe that creating excellent outcomes require applying our understanding of how the world works, as reflected in our principles.
 

General Information

CRD#:    2912931
Firm CRD#:    159471
Insurance License#:    A188430
Name of Custodial Firm:    TD Ameritrade, First Clearing and Interactive Brokers
States Licensed in:    FL,NJ,IL
States Willing to do Business in:    Cape Canaveral,Cocoa,Cocoa Beach,Indialantic,Melbourne,Merritt Island,Orlando,Satellite Beach,Titusville,Rockledge
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    8
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Board Certified in Asset Allocation, Certified Tax Specialist (CTS), Certified Fund Specialist (CFS), Masters in Financial Services (MSFS)
Securities Licenses:    Series 66, Series 63
Insurance and Annuity Licenses:    Annuity, Health, Life, Long Term Care
 

Firm Information

Firm's Number of Clients:    650
Assets Managed by Firm:    $95,000,000
Assets Managed by Advisor:    $95,000,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Flat Fee, Hourly, Based on Assets
 
 
 
Prepared By: Matthew Myland

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