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Karen Rose Paulson

FIDUCIARY INVESTMENT ADVISORS, LLC·WINDSOR, Connecticut
Unclaimed Profile
100 NORTHFIELD DRIVE, WINDSOR, CT 06095CRD# 2257839Firm CRD# 140675
01

About

Karen Rose Paulson is a registered financial advisor based in WINDSOR, Connecticut, affiliated with FIDUCIARY INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY INVESTMENT ADVISORS, LLC
FIDUCIARY INVESTMENT ADVISORS, LLC
AUM
$5.0B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at FIDUCIARY INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2257839
Firm CRD# 140675
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Rose Paulson offer?
Karen Rose Paulson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINDSOR, Connecticut for a consultation.
What are Karen Rose Paulson's credentials?
Karen Rose Paulson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Rose Paulson located?
Karen Rose Paulson is based in WINDSOR, Connecticut, working with FIDUCIARY INVESTMENT ADVISORS, LLC. Their office serves clients in the WINDSOR metropolitan area and surrounding communities.
How does Karen Rose Paulson charge for services?
Karen Rose Paulson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY INVESTMENT ADVISORS, LLC?
FIDUCIARY INVESTMENT ADVISORS, LLC has approximately 60 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINDSOR
Kristin Henderson Hultgren — VOYA FINANCIAL ADVISORS, INC.James Luther Iv Nichols — VOYA FINANCIAL PARTNERS, LLCMaureen Boland Cooper — FIDUCIARY INVESTMENT ADVISORS, LLCRyan Thomas Gardner — FIDUCIARY INVESTMENT ADVISORS, LLCRegina Avery Gordon — VOYA RETIREMENT ADVISORS, LLC
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
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