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John Benedict Donnelly

PAULO FINANCIAL ADVISORS, LLC·STATEN ISLAND, New York
Series 7, Series 65, Series 66Clean record5 years registeredPAULO FINANCIAL ADVISORS, LLC
1688 VICTORY BOULEVARD, STATEN ISLAND, NY 10314CRD# 4722840Firm CRD# 131943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Benedict Donnelly · STATEN ISLAND, NY
Registration
CRD #4722840 · PAULO FINANCIAL ADVISORS, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

PAULO FINANCIAL ADVISORS, LLC
Jun 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · June 6, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PAULO FINANCIAL ADVISORS, LLC
CRD 131943 · SEC 801-79798
AUM
$50M
Regulatory assets under management
Employees
1
99 client accounts
Services offered by PAULO FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PAULO FINANCIAL ADVISORS, LLC →
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Frequently Asked Questions

What services does John Benedict Donnelly offer?
John Benedict Donnelly specializes in Financial Planning, Investment Management. Contact their office in STATEN ISLAND, New York for a consultation.
What are John Benedict Donnelly's credentials?
John Benedict Donnelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Benedict Donnelly located?
John Benedict Donnelly 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 John Benedict Donnelly charge for services?
John Benedict Donnelly'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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