Unclaimed Profile

Paul M Brissenden

ALTA WEALTH ADVISORS LLC·WOBURN, Massachusetts

SIE, Series 6, Series 7, Series 63, Series 65Clean record14 years registeredALTA WEALTH ADVISORS LLC

400 TRADECENTER, SUITE 4810, WOBURN, MA 01801CRD# 5416621Firm CRD# 293675

Profile Verification

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

Identity

Paul M Brissenden · WOBURN, MA

Registration

CRD #5416621 · ALTA WEALTH ADVISORS LLC · 14 years registered

Brand Profile

Not yet started

Career History

ALTA WEALTH ADVISORS LLC

Apr 2018 – present

PINNACLE PRIVATE WEALTH, LLC

Dec 2016 – May 2018

WOBURN, MA

SANTANDER SECURITIES

Sep 2012 – Dec 2016

ANDOVER, MA

LPL FINANCIAL LLC

Feb 2012 – Sep 2012

METHUEN, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALTA WEALTH ADVISORS LLC

CRD 293675 · SEC 801-112848

AUM

$400M

Regulatory assets under management

Employees

1,033 client accounts

Services offered by ALTA WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALTA WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Paul M Brissenden offer?

Paul M Brissenden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOBURN, Massachusetts for a consultation.

What are Paul M Brissenden's credentials?

Paul M Brissenden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul M Brissenden located?

Paul M Brissenden is based in WOBURN, Massachusetts, working with ALTA WEALTH ADVISORS LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.

How does Paul M Brissenden charge for services?

Paul M Brissenden'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 ALTA WEALTH ADVISORS LLC?

ALTA WEALTH ADVISORS LLC has approximately 7 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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