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Steven Jay Solmonson

Spectrum Asset Management, Inc.

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About Steven Jay Solmonson

Steven Jay Solmonson is an investment advisor representative with Spectrum Asset Management, Inc. located in Stamford, CT. Steven has been in the industry since February 28, 2006. Prior to joining Spectrum, Steven was registered with Dublin Securities, Inc. and Value Investing Partners, Inc. Steven holds Series 66, Series 63, Series 24, SIE, and Series 7 licenses. Steven specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Steven Solmonson is currently registered with Spectrum Asset Management, Inc.. Spectrum Asset Management, Inc. is an investment advisor registered with the SEC and headquartered in Stamford, Connecticut. The firm manages assets for corporations, pooled investment vehicles, insurance companies, investment companies, and high-net-worth individuals, with a total of $19 billion under management. They offer portfolio management services for a variety of client types, including businesses, individuals, investment companies, and pooled investment vehicles.
Spectrum Asset Management, Inc.

2 HIGH RIDGE PARK

STAMFORD, CT 06905

$19.02B

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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Steven Solmonson’s Registration & Firm History

CT

03/20/2023 - Present

Spectrum Asset Management, Inc. (STAMFORD CT)

CT

10/01/2002 - 03/09/2005

DUBLIND SECURITIES, INC. (GREENWICH CT)

CT

10/02/1996 - 04/10/2000

VALUE INVESTING PARTNERS, INC. (WESTPORT CT)

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Licenses & Designations

BOTH

Issued 06/19/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/30/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Jay Solmonson.
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