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Paul A Dossantos

MILAGRE WEALTH MANAGEMENT, INC.·WHITE PLAINS, New York
Clean recordMILAGRE WEALTH MANAGEMENT, INC.
120 BLOOMINGDALE ROAD, SUITE 3400, WHITE PLAINS, NY 10605CRD# 2822667Firm CRD# 309185

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paul A Dossantos · WHITE PLAINS, NY
Registration
CRD #2822667 · MILAGRE WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul A Dossantos is a registered financial advisor based in WHITE PLAINS, New York, affiliated with MILAGRE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MILAGRE WEALTH MANAGEMENT, INC.
MILAGRE WEALTH MANAGEMENT, INC.
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MILAGRE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2822667
Firm CRD# 309185
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul A Dossantos offer?
Paul A Dossantos specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WHITE PLAINS, New York for a consultation.
What are Paul A Dossantos's credentials?
Paul A Dossantos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul A Dossantos located?
Paul A Dossantos is based in WHITE PLAINS, New York, working with MILAGRE WEALTH MANAGEMENT, INC.. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Paul A Dossantos charge for services?
Paul A Dossantos's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MILAGRE WEALTH MANAGEMENT, INC.?
MILAGRE WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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