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Stephen Joseph Solaka

Belmont Capital Group

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About Stephen Joseph Solaka

Stephen Joseph Solaka is an investment advisor representative at Belmont Capital Group. Stephen has been in the industry since 2005, with prior experience at UBS Financial Services Inc. Stephen is registered with the state of California, Florida and Texas. Belmont Capital Group is an investment advisor firm based in Los Angeles, California. The firm offers a range of services, including portfolio management for businesses, individuals and investment companies.

Firm Information

Stephen Solaka is currently registered with Belmont Capital Group. Belmont Capital Group is an investment adviser registered with the SEC. The firm is headquartered in LOS ANGELES, CA, and has 4 employees. The firm provides portfolio management services to high-net-worth individuals, corporations, investment companies, and charitable organizations. The firm has approximately $589,821,015 in regulatory assets under management.
Belmont Capital Group

1875 CENTURY PARK EAST

LOS ANGELES, CA 90067

$589.82M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Stephen Solaka’s Registration & Firm History

CA

01/06/2011 - Present

Belmont Capital Group (LOS ANGELES CA)

CA

11/16/2005 - 06/20/2008

UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 12/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/15/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Joseph Solaka.
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