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Paul Alotta

LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC·BABYLON, New York
SIE, Series 7, Series 24, Series 55, Series 63, Series 66Clean record8 years registeredLANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC
406 DEER PARK AVENUE, BABYLON, NY 11702CRD# 1663195Firm CRD# 173446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul Alotta · BABYLON, NY
Registration
CRD #1663195 · LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

GREAT ELM CAPITAL MANAGEMENT, LLC
Oct 2022 – present
IMPERIAL CAPITAL ASSET MANAGEMENT LLC
Sep 2017 – Jul 2022
STAMFORD, CT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 55
Series 63
Series 66
Registration record
First registered · September 5, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LAUFER WEALTH MANAGEMENT, LLC
CRD 173446 · SEC 801-109945
AUM
$123M
Regulatory assets under management
Employees
2
136 client accounts
Services offered by LAUFER WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Security ratings or pricing services
Client types served by the firm
Per Form ADV
High Net Worth Individuals
View all advisors at LAUFER WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Paul Alotta offer?
Paul Alotta specializes in Financial Planning. Contact their office in BABYLON, New York for a consultation.
What are Paul Alotta's credentials?
Paul Alotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Alotta located?
Paul Alotta is based in BABYLON, New York, working with LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC. Their office serves clients in the BABYLON metropolitan area and surrounding communities.
How does Paul Alotta charge for services?
Paul Alotta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC?
LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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