AdvisorOS Directory
Claim Profile
PS

Pauline Joy Staab

BSC PRIVATE WEALTH MANAGEMENT, LLC·ELGIN, Illinois
Unclaimed Profile
1752 CAPITAL STREET, ELGIN, IL 60124CRD# 5126263Firm CRD# 139886
01

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.

02

Focus Areas

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

Firm Overview

Firm
CLEARWATER CAPITAL ADVISORS, LLC
CLEARWATER CAPITAL PARTNERS
AUM
$1.2B
Regulatory assets under management
Employees
18
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5126263
Firm CRD# 139886
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ELGIN?

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

Browse ELGIN 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ELGIN
Kelly Jo Pargman — BSC PRIVATE WEALTH MANAGEMENT, LLCSteven Dewayne Garrels — BSC PRIVATE WEALTH MANAGEMENT, LLCLynn Marie Schmidt — MERITUS CAPITAL MANAGEMENT, INC.Anthony Joseph Czechorski — MERITUS CAPITAL MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile