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Catherine Maria Paulo

PAULO FINANCIAL ADVISORS, LLC·STATEN ISLAND, New York
Unclaimed Profile
1688 VICTORY BOULEVARD, STATEN ISLAND, NY 10314CRD# 4823138Firm CRD# 131943
01

About

Catherine Maria Paulo is a registered financial advisor based in STATEN ISLAND, New York, affiliated with PAULO FINANCIAL ADVISORS, LLC. 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
PAULO FINANCIAL ADVISORS, LLC
PAULO FINANCIAL ADVISORS, LLC
AUM
$50M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PAULO FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4823138
Firm CRD# 131943
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Maria Paulo offer?
Catherine Maria Paulo specializes in Financial Planning, Investment Management. Contact their office in STATEN ISLAND, New York for a consultation.
What are Catherine Maria Paulo's credentials?
Catherine Maria Paulo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Maria Paulo located?
Catherine Maria Paulo is based in STATEN ISLAND, New York, working with PAULO FINANCIAL ADVISORS, LLC. Their office serves clients in the STATEN ISLAND metropolitan area and surrounding communities.
How does Catherine Maria Paulo charge for services?
Catherine Maria Paulo'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 PAULO FINANCIAL ADVISORS, LLC?
PAULO FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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