Joe Solan
4Sight Advisors · Nyack, New York
Joe Solan is a fee-only financial advisor at 4Sight Advisors in Nyack, New York. Joe charges an ongoing planning fee.
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Facts
| Firm | 4Sight Advisors |
|---|---|
| Based in | Nyack, New York |
| Fee model | Ongoing planning fee |
| Assets under management | $13.0M across 233 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 2773102 |
| Exams passed | Series 63 (1997) · Series 66 (2014) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | 4sight-advisors.com |
| Profile |
How Joe's firm compares
- 4Sight Advisors's average account is about $56,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Joe
Is Joe Solan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joe holds no broker registration, and 4Sight Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joe charge for financial advice?
Joe charges an ongoing planning fee.
Where is Joe Solan based?
Joe Solan is based in Nyack, New York.
Is Joe Solan registered with the SEC?
Yes. Joe Solan is registered as an investment adviser representative in NJ, NY and TX (CRD 2773102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 4Sight Advisors manage?
4Sight Advisors reports $13.0M across 233 accounts in assets under management.
How do I contact Joe Solan?
Through Joe's website, 4sight-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- 4Sight Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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