Featured Business Financial Advisor in Rockledge, FL
Rockledge Financial Advisors
Solomon API
1129 S. Hwy Us1 Suite 101
Rockledge, FL 32955
(321) 508-3911
“Advanced Portfolio Intellect (API)”
Advisor Profile
Matthew Myland
Name:  Matthew Myland
Phone Number:  (321) 508-3911
Website:  Visit Website
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:    Certified Fund Specialist (CFS), Board Certified in Asset Allocation, Certified Tax Specialist (CTS), 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:    Based on Assets, Flat Fee, Hourly
 
 
 
Prepared By: Matthew Myland

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.