wiseradvisor

Matthew Myland
Solomon API

Tel: (321) 508-3911
1129 S. Hwy Us1 Suite 101
Rockledge, FL 32955

Advanced Portfolio Intellect (API)


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

Firm Start Year:   2011
No.of Employees:   2-4
Insurance License#:   A188430
Name of Custodial Firm:   TD Ameritrade, First Clearing and Interactive Brokers
States Licensed in:   FL,NJ,IL
Number of Years with Current Firm:   8


Qualifications & Memberships

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:   Flat Fee , Hourly , Based on Assets


Education

Master's of Science in Financial Services - Financial Services  Institute of Business and Finance
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Faqs

  • Do you have a customer satisfaction or refund policy? We are a fee only advisor and will prorate any fee back to the client.
  • What are your qualifications? What is your education background? Masters of Science in financial Services
  • What services do you offer? Investment Management and Retirement Financial Planning
  • How many clients do you currently manage? 150
  • Will you be the only person working with me? Myself, and my office managers
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Disclosures

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.

Matthew Myland

Matthew Myland

Board Certified in Asset Allocation, MSFS, CTS, CFS

Matthew E. Myland is an investment adviser representative (IAR) and the founder of Solomon API a registered investment advisory firm, (RIA)

Matthew is recognized as a leading financial educator and is the author of the books, ?Twelve Financial Pitfalls Seniors Should Avoid? and ?Annuity Lies?.

He is an adviser to advisers and trains throughout the country, educating advisers on their role in helping clients build a solid financial future based on an honest assessment of their situation and the best use of the financial tools available to meet their needs and objectives.

Matthew has been in the financial industry for more than twenty years, and he is passionate about helping consumers understand all of the options available to them.

Matthew has been married to his wife, Kelli, for more than twenty years, and they have a beautiful daughter, Mary. Kelli graduated from the University of Miami School of Music and has sung on the Norwegian Cruise Lines and with celebrities such as Rosemary Clooney.

Communities Served

Cape Canaveral Cocoa
Cocoa Beach Indialantic
Melbourne Merritt Island
Orlando Satellite Beach
Titusville Rockledge

News & Events

Latest book release
When: 12/01/2014
Details:Matthew has a newly publisher book available on Amazon: "Annuity Lies"


Awards & Recognitions

Published Author
(12/01/2014)

Matthew is a published author of the books: “Twelve Financial Pitfalls Seniors Should Avoid” and his latest “Annuity Lies”.