Unclaimed Profile

Paul Edward Taddeo

HEFREN-TILLOTSON, INC.·PITTSBURGH, Pennsylvania

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 66, Series 87, Series 99TOClean record24 years registeredHEFREN-TILLOTSON, INC.

308 SEVENTH AVE, PITTSBURGH, PA 15222CRD# 1259114Firm CRD# 53

Profile Verification

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

Identity

Paul Edward Taddeo · PITTSBURGH, PA

Registration

CRD #1259114 · HEFREN-TILLOTSON, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HEFREN-TILLOTSON, INC.

ROBERT W. BAIRD & CO. INCORPORATED

Oct 2022 – Jan 2023

PITTSBURGH, PA

HEFREN-TILLOTSON, INC.

May 2002 – Oct 2022

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 66

Series 87

Series 99TO

Registration record

First registered · May 17, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HEFREN-TILLOTSON, INC.

CRD 53 · SEC 801-55083

AUM

$12.4B

Regulatory assets under management

Employees

273

30,861 client accounts

Services offered by HEFREN-TILLOTSON, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HEFREN-TILLOTSON, INC. →

Introduction

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Frequently Asked Questions

What services does Paul Edward Taddeo offer?

Paul Edward Taddeo specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Edward Taddeo's credentials?

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

Where is Paul Edward Taddeo located?

Paul Edward Taddeo is based in PITTSBURGH, Pennsylvania, last registered with HEFREN-TILLOTSON, INC..

How does Paul Edward Taddeo charge for services?

Paul Edward Taddeo's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEFREN-TILLOTSON, INC.?

HEFREN-TILLOTSON, INC. has approximately 273 employees and manages $12.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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