AdvisorOS Directory
Claim Profile
WP

William Paolino

PAOLINO, WILLIAM JOHN·NYACK, New York
Unclaimed Profile
NYACK BUSINESS CENTER, NYACK, NY 10960-3109CRD# 4646060Firm CRD# 126118
01

About

William Paolino is a registered financial advisor based in NYACK, New York, affiliated with PAOLINO, WILLIAM JOHN. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PAOLINO, WILLIAM JOHN
PAOLINO, WILLIAM
AUM
$140M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PAOLINO, WILLIAM JOHN →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4646060
Firm CRD# 126118
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NYACK?

Browse all registered financial advisors in NYACK, New York or claim this profile if it's yours.

Browse NYACK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Paolino offer?
William Paolino specializes in Financial Planning, Investment Management. Contact their office in NYACK, New York for a consultation.
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, working with PAOLINO, WILLIAM JOHN. Their office serves clients in the NYACK metropolitan area and surrounding communities.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NYACK
John Mathew O'brien — O'BRIEN CAPITAL MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile