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Carlos Fernando Paiva

CONSTELLATION INVESTMENTS, INC.·MONTGOMERY, Ohio
Clean recordCONSTELLATION INVESTMENTS, INC.
ONE FINANCIAL WAY, MONTGOMERY, OH 45242CRD# 7990629Firm CRD# 107528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Fernando Paiva · MONTGOMERY, OH
Registration
CRD #7990629 · CONSTELLATION INVESTMENTS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carlos Fernando Paiva is a registered financial advisor based in MONTGOMERY, Ohio, affiliated with CONSTELLATION INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
CONSTELLATION INVESTMENTS, INC.
CONSTELLATION INVESTMENTS, INC.
AUM
$11.7B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at CONSTELLATION INVESTMENTS, INC. →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: REIMBURSED EXPENSES AND PAID ACTUAL COSTS
Regulatory
SEC/IARD CRD# 7990629
Firm CRD# 107528
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carlos Fernando Paiva offer?
Carlos Fernando Paiva specializes in Investment Management, Wealth Management. Contact their office in MONTGOMERY, Ohio for a consultation.
What are Carlos Fernando Paiva's credentials?
Carlos Fernando Paiva is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Fernando Paiva located?
Carlos Fernando Paiva is based in MONTGOMERY, Ohio, working with CONSTELLATION INVESTMENTS, INC.. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does Carlos Fernando Paiva charge for services?
Carlos Fernando Paiva's firm is compensated through percentage of aum, other: reimbursed expenses and paid actual costs. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CONSTELLATION INVESTMENTS, INC.?
CONSTELLATION INVESTMENTS, INC. has approximately 21 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CONSTELLATION INVESTMENTS, INC.

Jeffrey Hart Markusson
MONTGOMERY, OH
Jonathan Morton Egol
MONTGOMERY, OH
Marc Andrew Hargis
MONTGOMERY, OH
Megan K Meyer
MONTGOMERY, OH
Robert Todd Brockman
MONTGOMERY, OH
Sachin Jain
MONTGOMERY, OH

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