Unclaimed Profile

Paul Roger Abbey

WEALTHTRUST FAIRPORT, LLC·CLEVELAND, Ohio

Clean record25 years registeredWEALTHTRUST FAIRPORT, LLC

1350 EUCLID AVENUE, CLEVELAND, OH 44115-1833CRD# 847283Firm CRD# 145182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Roger Abbey · CLEVELAND, OH

Registration

CRD #847283 · WEALTHTRUST FAIRPORT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHTRUST FAIRPORT, LLC

FAIRPORT ASSET MANAGEMENT

Jan 2017 – Sep 2019

Kirtland, OH

FAIRPORT ASSET MANAGEMENT

Dec 2007 – Dec 2016

CLEVELAND, OH

FAIRPORT ASSET MANAGEMENT, LLC

Feb 2001 – Nov 2007

CLEVELAND, OH

Registrations & Exams

Registration record

First registered · February 14, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRPORT, LLC

CRD 145182 · SEC 801-68520

AUM

$1.7B

Regulatory assets under management

Employees

2,019 client accounts

Services offered by FAIRPORT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRPORT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Roger Abbey offer?

Paul Roger Abbey specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Roger Abbey's credentials?

Paul Roger Abbey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Roger Abbey located?

Paul Roger Abbey is based in CLEVELAND, Ohio, last registered with WEALTHTRUST FAIRPORT, LLC.

How does Paul Roger Abbey charge for services?

Paul Roger Abbey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST FAIRPORT, LLC?

WEALTHTRUST FAIRPORT, LLC has approximately 31 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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