Unclaimed Profile

Paul Edmund Housey

ISTO ADVISORS, LLC·TROY, Michigan

SIE, Series 7, Series 63, Series 65CFPClean record16 years registeredISTO ADVISORS, LLC

2150 BUTTERFIELD DRIVE, TROY, MI 48084CRD# 3032339Firm CRD# 284560

Profile Verification

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

Identity

Paul Edmund Housey · TROY, MI

Registration

CRD #3032339 · ISTO ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ISTO ADVISORS, LLC

Sep 2016 – present

SNOOK HOUSEY ADVISORS, INC.

Jan 2013 – Aug 2017

TROY, MI

NORTHSTAR FINANCIAL PARTNERS, INC.

Jun 2010 – Jul 2013

TROY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · June 23, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ISTO ADVISORS, LLC

CRD 284560 · SEC 801-108409

AUM

$766M

Regulatory assets under management

Employees

2,383 client accounts

Services offered by ISTO ADVISORS, 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 ISTO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Edmund Housey offer?

Paul Edmund Housey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.

What are Paul Edmund Housey's credentials?

Paul Edmund Housey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Edmund Housey located?

Paul Edmund Housey is based in TROY, Michigan, working with ISTO ADVISORS, LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.

How does Paul Edmund Housey charge for services?

Paul Edmund Housey'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 ISTO ADVISORS, LLC?

ISTO ADVISORS, LLC has approximately 21 employees and manages $766M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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