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Robert Santino Paolucci

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
SIE, Series 7, Series 9, Series 63, Series 66CFPClean record22 years registeredPRINCIPLE 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 · 22 years registered
Brand Profile
Not yet started
01

Career History

PRINCIPLE WEALTH
Oct 2017 – present
ESSEX FINANCIAL SERVICES, INC.
Jun 2009 – Oct 2017
MADISON, CT
BANC OF AMERICA INVESTMENT SERVICES, INC.
Mar 2008 – Jun 2009
ESSEX, CT
STRATEGIC ADVISERS, INC.
Dec 2003 – Apr 2008
MILLBURN, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 63
Series 66
Registration record
First registered · December 20, 2003
Years registered · 22
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
CRD 290180 · SEC 801-111911
AUM
$2.2B
Regulatory assets under management
Employees
25
3,356 client accounts
Services offered by PRINCIPLE WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
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

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

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