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William Paolino

PAOLINO, WILLIAM JOHN·NYACK, New York
Clean record21 years registeredPAOLINO, WILLIAM JOHN
NYACK BUSINESS CENTER, NYACK, NY 10960-3109CRD# 4646060Firm CRD# 126118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Paolino · NYACK, NY
Registration
CRD #4646060 · PAOLINO, WILLIAM JOHN · 21 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: PAOLINO, WILLIAM JOHN
PAOLINO, WILLIAM
Apr 2005 – May 2023
NYACK, NY
02

Registrations & Exams

Registration record
First registered · April 26, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAOLINO, WILLIAM JOHN
CRD 126118 · SEC 801-68422
AUM
$140M
Regulatory assets under management
Employees
4
649 client accounts
Services offered by PAOLINO, WILLIAM JOHN
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PAOLINO, WILLIAM JOHN →
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Frequently Asked Questions

What services does William Paolino offer?
William Paolino specializes in Financial Planning, Investment Management.
What are William Paolino's credentials?
William Paolino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Paolino located?
William Paolino is based in NYACK, New York, last registered with PAOLINO, WILLIAM JOHN.
How does William Paolino charge for services?
William Paolino's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAOLINO, WILLIAM JOHN?
PAOLINO, WILLIAM JOHN has approximately 4 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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