AdvisorOS Directory
Claim Profile
Unclaimed Profile
PC

Paul Ashley Citron

SFG RETIREMENT PLAN CONSULTING, LLC·PASADENA, California
SIE, Series 7, Series 26, Series 63Clean recordSFG RETIREMENT PLAN CONSULTING, LLC
225 S. LAKE AVE., PASADENA, CA 91101CRD# 1974378Firm CRD# 170233

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Ashley Citron · PASADENA, CA
Registration
CRD #1974378 · SFG RETIREMENT PLAN CONSULTING, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SHUSTER ADVISORY GROUP, LLC
CRD 170233 · SEC 801-106929
AUM
$6.3B
Regulatory assets under management
Employees
12
730 client accounts
Services offered by SHUSTER ADVISORY GROUP, LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at SHUSTER ADVISORY GROUP, LLC →
Introduction

Speak with Paul

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Paul is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PASADENA?

Browse all registered financial advisors in PASADENA, California or claim this profile if it's yours.

Browse PASADENA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Paul Ashley Citron offer?
Paul Ashley Citron specializes in Investment Management. Contact their office in PASADENA, California for a consultation.
What are Paul Ashley Citron's credentials?
Paul Ashley Citron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Ashley Citron located?
Paul Ashley Citron is based in PASADENA, California, working with SFG RETIREMENT PLAN CONSULTING, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Paul Ashley Citron charge for services?
Paul Ashley Citron's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SFG RETIREMENT PLAN CONSULTING, LLC?
SFG RETIREMENT PLAN CONSULTING, LLC has approximately 12 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SFG RETIREMENT PLAN CONSULTING, LLC

Mark Allan Shuster
HONOLULU, HI
Carl Patrick Steinhilber
PASADENA, CA
Isaac Kim
PASADENA, CA

More Advisors in PASADENA, California

Sarah Abigail Brace
PENNIALL & ASSOCIATES, INC.·PASADENA, CA
Reed Gavin Bender
ROBERT L. BENDER, INC. DBA ROBERT BENDER & ASSOCIATES·PASADENA, CA
Tyler Samuel Dritz
FELICITAS GLOBAL PARTNERS, LLC·PASADENA, CA
CFA
James Dale Harvey
POPLAR FOREST CAPITAL LLC·PASADENA, CA
Alison Jones Gamble
GAMBLE JONES INVESTMENT COUNSEL·PASADENA, CA
Benjamin Alan Posen
FELICITAS GLOBAL PARTNERS, LLC·PASADENA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile