AdvisorOS Directory
Claim Profile
Unclaimed Profile
PD

Paul Shaughnessy Duggan

TRG ADVISORS, INC.·LAKEWOOD RANCH, Florida
SIE, Series 7, Series 14, Series 24, Series 39, Series 63, Series 99TOCFP7 years registeredTRG ADVISORS, INC.
8470 ENTERPRISE CIRCLE, LAKEWOOD RANCH, FL 34202CRD# 1135600Firm CRD# 297171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Shaughnessy Duggan · LAKEWOOD RANCH, FL
Registration
CRD #1135600 · TRG ADVISORS, INC. · 7 years registered
Brand Profile
Not yet started
01

Career History

INTELLICENTS INVESTMENT SOLUTIONS INC
Mar 2026 – present
TRG ADVISORS, INC.
Aug 2018 – Mar 2026
LAKEWOOD RANCH, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 39
Series 63
Series 99TO
Registration record
First registered · August 22, 2018
Years registered · 7
Professional designation · CFP
03

Disclosure History

2013Customer Dispute·Settled
2012Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TRG ADVISORS, INC.
CRD 297171 · SEC 801-113776
AUM
$421M
Regulatory assets under management
Employees
3
191 client accounts
Services offered by TRG ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRG ADVISORS, INC. →
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 LAKEWOOD RANCH?

Browse all registered financial advisors in LAKEWOOD RANCH, Florida or claim this profile if it's yours.

Browse LAKEWOOD RANCH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Paul Shaughnessy Duggan offer?
Paul Shaughnessy Duggan specializes in Financial Planning, Investment Management. Contact their office in LAKEWOOD RANCH, Florida for a consultation.
What are Paul Shaughnessy Duggan's credentials?
Paul Shaughnessy Duggan holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Paul Shaughnessy Duggan located?
Paul Shaughnessy Duggan is based in LAKEWOOD RANCH, Florida, working with TRG ADVISORS, INC.. Their office serves clients in the LAKEWOOD RANCH metropolitan area and surrounding communities.
How does Paul Shaughnessy Duggan charge for services?
Paul Shaughnessy Duggan's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRG ADVISORS, INC.?
TRG ADVISORS, INC. has approximately 3 employees and manages $421M 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 →

More Advisors in LAKEWOOD RANCH, Florida

Cheri Ada Franklin
CLARITY CAPITAL ADVISORS, LLC·LAKEWOOD RANCH, FL
Paul Joseph Durbin
DURBIN FINANCIAL ADVISORS, INC.·LAKEWOOD RANCH, FL
Daniel Francis Dilascia
BASE WEALTH MANAGEMENT LLC·LAKEWOOD RANCH, FL
Jay David Franklin
CLARITY CAPITAL ADVISORS, LLC·LAKEWOOD RANCH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)FORT LAUDERDALE (95)JACKSONVILLE (95)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile