AdvisorOS Directory
Claim Profile
DP

Doris Lee Paul

FIDUCIARY CAPITAL MANAGEMENT, INC.·WALLINGFORD, Connecticut
Unclaimed Profile
1062 BARNES ROAD, WALLINGFORD, CT 06492-0080CRD# 5540841Firm CRD# 105484
01

About

Doris Lee Paul is a registered financial advisor based in WALLINGFORD, Connecticut, affiliated with FIDUCIARY CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FIDUCIARY CAPITAL MANAGEMENT, INC.
FIDUCIARY CAPITAL MANAGEMENT, INC.
AUM
$2.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIDUCIARY CAPITAL MANAGEMENT, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5540841
Firm CRD# 105484
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WALLINGFORD?

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

Browse WALLINGFORD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Doris Lee Paul offer?
Doris Lee Paul specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WALLINGFORD, Connecticut for a consultation.
What are Doris Lee Paul's credentials?
Doris Lee Paul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Doris Lee Paul located?
Doris Lee Paul is based in WALLINGFORD, Connecticut, working with FIDUCIARY CAPITAL MANAGEMENT, INC.. Their office serves clients in the WALLINGFORD metropolitan area and surrounding communities.
How does Doris Lee Paul charge for services?
Doris Lee Paul's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY CAPITAL MANAGEMENT, INC.?
FIDUCIARY CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $2.6B 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 in WALLINGFORD
Joseph R. Sander — FIDUCIARY CAPITAL MANAGEMENT, INC.Peter Eliot Bowles — FIDUCIARY CAPITAL MANAGEMENT, INC.Wayne Alan Gates — FIDUCIARY CAPITAL MANAGEMENT, INC.Brendan Richard Toomey — TOOMEY INVESTMENT MANAGEMENT, INCDennis Ray Taney — FIDUCIARY CAPITAL MANAGEMENT, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile