Unclaimed Profile

Paul Andrew Laviola

FOUNDATION WEALTH MANAGEMENT, LLC·MEDIA, Pennsylvania

Series 7, Series 24, Series 27, Series 63Clean record22 years registeredFOUNDATION WEALTH MANAGEMENT, LLC

9 WEST THIRD STREET, MEDIA, PA 19063CRD# 3068433Firm CRD# 168270

Profile Verification

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

Identity

Paul Andrew Laviola · MEDIA, PA

Registration

CRD #3068433 · FOUNDATION WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

FOUNDATION WEALTH MANAGEMENT, LLC

Aug 2013 – present

RTD FINANCIAL ADVISORS INC

Jan 2007 – Aug 2013

PHILADELPHIA, PA

FINANCIAL PLANNING SOLUTIONS, INC.

Aug 2005 – Dec 2006

MEDIA, PA

RTD FINANCIAL ADVISORS INC

Apr 2004 – Aug 2005

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 63

Registration record

First registered · April 6, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FOUNDATION WEALTH MANAGEMENT, LLC

CRD 168270 · SEC 801-123756

AUM

$167M

Regulatory assets under management

Employees

343 client accounts

Services offered by FOUNDATION WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FOUNDATION WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Andrew Laviola offer?

Paul Andrew Laviola specializes in Financial Planning, Investment Management. Contact their office in MEDIA, Pennsylvania for a consultation.

What are Paul Andrew Laviola's credentials?

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

Where is Paul Andrew Laviola located?

Paul Andrew Laviola is based in MEDIA, Pennsylvania, working with FOUNDATION WEALTH MANAGEMENT, LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.

How does Paul Andrew Laviola charge for services?

Paul Andrew Laviola'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 FOUNDATION WEALTH MANAGEMENT, LLC?

FOUNDATION WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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