Stephen Mark Solomon
Investment Adviser Representative at Chokshi & Queen Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Stephen Mark Solomon is an investment adviser representative with Chokshi & Queen Wealth Advisors in San Diego, CA, where they have been registered since 2021. They have worked in the securities industry since 1994 and have been registered with 6 firms, including VOYA Financial Advisors, Inc. and Securian Financial Services, Inc. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Minnesota LIFE Insurance Co.May 2008 – no end date reportedSt. Paul, MN
- Steve M. SolomonMay 2008 – no end date reportedSan Diego, CA
- VOYA Financial AdvisorsSep 2014 – Jun 2021Solana Beach, CA
- CQ Wealth Advisors, Inc. dba Steve Solomon FinancialJun 2021 – no end date reportedSan Diego, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Chokshi & Queen Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment Management, Retirement Strategies, Wealth Management Strategies, Tax Planning Analysis, Business Planning (401(k), qualified retirement plans, employee benefits), College Funding Strategies, and Protection Planning.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- San Diego, CA
- Founded:
- 2007
- SEC file number:
- 801-120967
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Chokshi & Queen Wealth Advisors
3 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Mark Solomon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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