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Robert Santino Paolucci

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
Clean recordPRINCIPLE WEALTH PARTNERS LLC
670 BOSTON POST ROAD, MADISON, CT 06443CRD# 4292225Firm CRD# 290180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Santino Paolucci · MADISON, CT
Registration
CRD #4292225 · PRINCIPLE WEALTH PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Santino Paolucci is a registered financial advisor based in MADISON, Connecticut, affiliated with PRINCIPLE WEALTH PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
PRINCIPLE WEALTH
AUM
$2.2B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4292225
Firm CRD# 290180
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Santino Paolucci offer?
Robert Santino Paolucci specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Robert Santino Paolucci's credentials?
Robert Santino Paolucci is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Santino Paolucci located?
Robert Santino Paolucci is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Robert Santino Paolucci charge for services?
Robert Santino Paolucci'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 PRINCIPLE WEALTH PARTNERS LLC?
PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRINCIPLE WEALTH PARTNERS LLC

Michael Joseph Castiello
MADISON, CT
Julina Lee Ogilvie
MADISON, CT
Patricia Lynn Brady
MADISON, CT

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