Unclaimed Profile

Pauline Joy Staab

BSC PRIVATE WEALTH MANAGEMENT, LLC·ELGIN, Illinois

Clean recordBSC PRIVATE WEALTH MANAGEMENT, LLC

1752 CAPITAL STREET, ELGIN, IL 60124CRD# 5126263Firm CRD# 139886

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Pauline Joy Staab · ELGIN, IL

Registration

CRD #5126263 · BSC PRIVATE WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Pauline Joy Staab is a registered financial advisor based in ELGIN, Illinois, affiliated with BSC PRIVATE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLEARWATER CAPITAL ADVISORS, LLC

CLEARWATER CAPITAL PARTNERS

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5126263

Firm CRD# 139886

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Pauline Joy Staab offer?

Pauline Joy Staab specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELGIN, Illinois for a consultation.

What are Pauline Joy Staab's credentials?

Pauline Joy Staab is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Pauline Joy Staab located?

Pauline Joy Staab is based in ELGIN, Illinois, working with BSC PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the ELGIN metropolitan area and surrounding communities.

How does Pauline Joy Staab charge for services?

Pauline Joy Staab'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 BSC PRIVATE WEALTH MANAGEMENT, LLC?

BSC PRIVATE WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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