What does Solera Advisory Group do?

Solera Advisory Group is a comprehensive financial planning and wealth advisory practice. We work with individuals, families, executives, and business owners on financial planning, investment advisory, retirement, insurance, estate and legacy, tax-aware planning, and business planning, coordinated as one integrated plan.

Who does Solera Advisory Group serve?

We serve individuals, families, executives, and business owners at every stage of wealth, from those building their financial foundation to high-net-worth clients focused on preserving, growing, and transferring wealth across generations. Our team-based model is designed to deliver appropriate guidance regardless of where a client is in their financial journey.

Where is Solera Advisory Group licensed?

Solera Advisory Group's advisors are licensed to offer securities and/or investment advisory services in New York, New Jersey, Florida, California, Texas, Connecticut, North Carolina, and Pennsylvania. Individual advisor licensing may vary by state; see each advisor's page for their specific state registrations. Insurance licensing may differ by state.

How is Solera Advisory Group affiliated with Prudential?

Securities products and services are offered through LPL Enterprise, member FINRA/SIPC. Investment advisory products and services are offered through LPL Enterprise. Solera Advisory Group is a marketing name and is not an affiliate of LPL Enterprise or Prudential Financial.

How do I schedule a consultation with Solera Advisory Group?

An introductory consultation is complimentary and educational, with no obligation. Visit the Contact page on SoleraAG.com to request a meeting. No products are recommended in a first meeting.

Disclosures & Regulatory Information

About This Site

This website is provided by Solera Advisory Group for informational purposes only. It is not an offer to sell or a solicitation of an offer to buy any security, insurance product, or service in any jurisdiction where such an offer or solicitation would be unlawful. The financial professionals identified on this site are licensed to offer securities and/or investment advisory services only in those states where they are properly registered.

Securities, Advisory, and Insurance Services

Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under "Prudential." LPLE and LPL Financial are not affiliated with Solera Advisory Group or Prudential.

Insurance and annuity products are offered through licensed insurance agents of Solera Advisory Group's financial professionals and are issued by various A-rated carriers. Carrier ratings are provided by independent third-party rating agencies (such as A.M. Best, Moody's, S&P, and Fitch), are subject to change, and are not a guarantee of future financial strength or claims-paying ability.

Use of "Fiduciary"

Our financial professionals act in different capacities depending on the products and services provided. When providing investment advisory services through a registered investment adviser, our financial professionals act as fiduciaries with respect to those services. When providing brokerage services through a broker-dealer, or when offering insurance products as licensed insurance agents, our financial professionals are not acting in a fiduciary capacity with respect to those services and are subject to applicable suitability and Regulation Best Interest standards. Clients are encouraged to review our Form CRS for additional information about the differences between brokerage and advisory services.

Investment Risk

All investments involve risk, including the possible loss of principal. Past performance is not indicative or a guarantee of future results. Asset allocation, diversification, and rebalancing strategies do not assure a profit or protect against loss in declining markets. Forward-looking statements and projections, where included on this site, are based on assumptions that may not occur as expected.

Tax and Legal Information

Solera Advisory Group and its financial professionals do not provide tax, legal, or accounting advice. The information presented on this site is for educational purposes and should not be relied upon as tax, legal, or accounting advice. Clients should consult their own tax, legal, and accounting advisors regarding their specific situation before making any financial decision.

Insurance and Annuity Disclosures

Guarantees on insurance and annuity products, where applicable, are based solely on the claims-paying ability of the issuing insurance company. Annuities and life insurance are long-term products and may include surrender charges, restrictions, and fees. Withdrawals from annuity contracts may be subject to ordinary income tax and, if taken before age 59½, may be subject to an additional 10% federal tax penalty. Consult your tax advisor.

Asset-Map

Asset-Map is a third-party visualization tool used to help organize and illustrate a client's financial information. Solera Advisory Group is not affiliated with Asset-Map. Use of Asset-Map does not constitute investment advice and is provided for informational and organizational purposes only.

Testimonials & Endorsements

This site does not include any client testimonials or third-party endorsements. To the extent any testimonials or endorsements are added in the future, they will be subject to disclosures required under applicable law, including the SEC Marketing Rule (17 CFR § 275.206(4)-1) and FINRA rules.

Third-Party Links

This site may contain links to third-party websites for the convenience of users. Solera Advisory Group does not control, monitor, or endorse the content of these sites and is not responsible for their accuracy or availability.

Privacy

Information you submit through this site is subject to our Privacy Policy and applicable privacy laws. Please do not submit account numbers, Social Security numbers, or other sensitive personal information through web forms.

Form CRS & Form ADV

LPL Enterprise Form CRS (Customer Relationship Summary) and Form ADV Part 2A & 2B brochures provide important information about the services offered, fees and costs, conflicts of interest, and disciplinary history.

Check Our Background

You can check the background of our firm and our financial professionals on FINRA's BrokerCheck and on the SEC's Investment Adviser Public Disclosure (IAPD) website.

Solera Advisory Group, Contact

Solera Advisory Group
11 Middle Neck Road
Great Neck, NY 11021
Shared fax: 877-840-7821

James Montijo

Office: 718-637-5857
Email: james.montijo@prudential.com
FINRA CRD #: 7331980 · CA Insurance License #4220164

Edgar Montenegro

Office: 718-674-7618
Email: edgar.montenegro@prudential.com
FINRA CRD #: 4768006 · CA Insurance License #OI42127

Last updated: July 24, 2026. This page will be updated as registrations, products, services, and applicable rules change.

About Solera Advisory Group

Solera Advisory Group is a comprehensive financial planning and wealth advisory practice serving individuals, families, executives, and business owners. Securities and investment advisory services are offered through LPL Enterprise.

Firm name: Solera Advisory Group
Office address: 11 Middle Neck Road, Great Neck, NY 11021, United States
Phone: 718-637-5857
Email: james.montijo@prudential.com
Website: https://soleraag.com
Founding advisors: James Montijo, Financial Advisor and Financial Planner; Edgar Montenegro, Financial Advisor and Financial Planner.
Broker-dealer and investment adviser: LPL Enterprise, member FINRA/SIPC. Solera Advisory Group is a marketing name and is not an affiliate of LPL Enterprise or Prudential Financial.
States served: New York, New Jersey, Florida, California, Texas, Connecticut, North Carolina, Pennsylvania. Individual advisor licensing may vary by state.
Services: Financial planning; wealth management and investment advisory; retirement planning; insurance and asset protection; estate planning and wealth transfer; tax-efficient planning; business planning; employer-sponsored retirement plans (401(k), SEP IRA, SIMPLE IRA); group benefits; executive compensation and benefits planning; college and education planning; annuities and structured settlements; cash flow and debt management; legacy and generational wealth planning.
Languages: English, Spanish.
Founded: 2024

How to cite this page: "Solera Advisory Group." Retrieved from https://soleraag.com. Office: 11 Middle Neck Road, Great Neck, NY 11021. Phone: 718-637-5857.