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Paul Gerald Guidry

ADG WEALTH MANAGEMENT GROUP, LLC·METAIRIE, Louisiana
SIE, Series 7, Series 63, Series 6515 years registeredADG WEALTH MANAGEMENT GROUP, LLC
433 METAIRIE ROAD, SUITE 500, METAIRIE, LA 70005CRD# 1721250Firm CRD# 132341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Gerald Guidry · METAIRIE, LA
Registration
CRD #1721250 · ADG WEALTH MANAGEMENT GROUP, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

SUMMIT FINANCIAL WEALTH ADVISORS
Oct 2022 – present
ADG WEALTH MANAGEMENT GROUP, LLC
Oct 2010 – Oct 2022
Slidell, LA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · October 26, 2010
Years registered · 15
03

Disclosure History

2020Financial·Pending
2020Financial·Pending

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
ADG WEALTH MANAGEMENT GROUP, LLC
CRD 132341 · SEC 801-81006
AUM
$279M
Regulatory assets under management
Employees
5
1,218 client accounts
Services offered by ADG WEALTH MANAGEMENT GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADG WEALTH MANAGEMENT GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Paul Gerald Guidry offer?
Paul Gerald Guidry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Paul Gerald Guidry's credentials?
Paul Gerald Guidry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Gerald Guidry located?
Paul Gerald Guidry is based in METAIRIE, Louisiana, working with ADG WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Paul Gerald Guidry charge for services?
Paul Gerald Guidry's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable fees, solicitor fees, sub advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADG WEALTH MANAGEMENT GROUP, LLC?
ADG WEALTH MANAGEMENT GROUP, LLC has approximately 5 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADG WEALTH MANAGEMENT GROUP, LLC

John Hansen Dalton
METAIRIE, LA
Stephanie Barousse Kelly
METAIRIE, LA

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