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Paul Anthony Restante

ONEGROUP WEALTH PARTNERS, INC.·SYRACUSE, New York
Unclaimed Profile
5790 WIDEWATERS PARKWAY, SYRACUSE, NY 13214CRD# 1214619Firm CRD# 306971
01

About

Paul Anthony Restante is a registered financial advisor based in SYRACUSE, New York, affiliated with ONEGROUP WEALTH PARTNERS, INC.. 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
ONEGROUP WEALTH PARTNERS, INC.
ONEGROUP WEALTH PARTNERS, INC.
AUM
$93M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ONEGROUP WEALTH PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1214619
Firm CRD# 306971
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anthony Restante offer?
Paul Anthony Restante specializes in Financial Planning, Investment Management. Contact their office in SYRACUSE, New York for a consultation.
What are Paul Anthony Restante's credentials?
Paul Anthony Restante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Anthony Restante located?
Paul Anthony Restante is based in SYRACUSE, New York, working with ONEGROUP WEALTH PARTNERS, INC.. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does Paul Anthony Restante charge for services?
Paul Anthony Restante'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 ONEGROUP WEALTH PARTNERS, INC.?
ONEGROUP WEALTH PARTNERS, INC. has approximately 8 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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