Business Description

Greg Solari is Managing Member, President and Chief Compliance Officer of Solari Investments, LLC; a Lafayette, CA based registered investment advisory practice. Mr. Solari advises high net-worth families and individuals in the wealth management arena. He has been an investment advisor for 19 years and has helped hundreds of clients using strategic and tactical asset allocation as the foundation for portfolio management.

He has worked for California Investment Trust Fund Group, Bank of America and Wells Fargo Private Client Services as Vice-President, Senior Financial Consultant. He co-founded Welty/Solari Capital Advisors and Creekside Partners Investment Counsel, both SEC registered investment advisory firms. Greg is a graduate of the University of California, Santa Barbara with a Bachelor of Arts in Liberal Studies.

General Information

Gender:

Male

CRD#:

2035281

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Non-Profit Organizations, Individual Investors

Services

Investment Types:

Stocks, Bonds, Commodities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 63, Series 7, Series 65

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

50,000

Compensation Methods:

Based on Assets

Prepared By:

Greg Solari