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Sol Edelstein

J.h. Darbie & CO., Inc.

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About Sol Edelstein

Sol Edelstein is a financial professional with over 39 years of experience in the industry. Sol is currently registered with J.h. Darbie & CO., Inc. and is Series 6, 7, 22, 24, 63, and SIE licensed. Sol also has experience at Dinosaur Securities, L.L.C., MetLife Securities Inc., MML Investors Services, Inc., and NYLife Securities Inc. Sol Edelstein specializes in Portfolio Management for Individuals and Subadvisory and Solicitations.

Firm Information

Sol Edelstein is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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subadvisory and solicitations

Subadvisory and solicitations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Subadvisory and solicitations

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Sol Edelstein’s Registration & Firm History

NY

12/13/2012 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NY

08/30/2012 - 12/12/2012

DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)

NY

02/01/2010 - 09/24/2012

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

05/25/2012 - 05/29/2012

DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)

NY

01/04/2005 - 02/10/2010

MML INVESTORS SERVICES, INC. (BROOKLYN NY)

NY

10/06/1983 - 11/12/2004

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/06/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/25/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1998

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 10/05/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Sol Edelstein.
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