Unclaimed Profile

Paul Philip Stonge

ST. ONGE, PAUL PHILIP·EAST GREENWICH, Rhode Island

SIE, Series 1, Series 3, Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 99TOChFC33 years registeredST. ONGE, PAUL PHILIP

5586 POST ROAD, EAST GREENWICH, RI 02818CRD# 859165Firm CRD# 156300

Profile Verification

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

Identity

Paul Philip Stonge · EAST GREENWICH, RI

Registration

CRD #859165 · ST. ONGE, PAUL PHILIP · 33 years registered

Brand Profile

Not yet started

Career History

WESTMINSTER FINANCIAL ADVISORY CORP

May 2016 – present

GW & WADE, LLC

Jul 2014 – May 2016

EAST GREENWICH, RI

ST. ONGE, PAUL PHILIP

Aug 2012 – Oct 2014

EAST GREENWICH, RI

ST ONGE PAUL P CO

Mar 1993 – Jul 2011

EAST GREENWICH, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 3

Series 4

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · March 31, 1993

Years registered · 33

Professional designation · ChFC

Disclosure History

2015Regulatory·Final

1993Regulatory·Final

1987Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ST. ONGE, PAUL PHILIP

CRD 156300 · SEC 801-19308

AUM

$135M

Regulatory assets under management

Employees

65 client accounts

Services offered by ST. ONGE, PAUL PHILIP

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ST. ONGE, PAUL PHILIP →

Introduction

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Frequently Asked Questions

What services does Paul Philip Stonge offer?

Paul Philip Stonge specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAST GREENWICH, Rhode Island for a consultation.

What are Paul Philip Stonge's credentials?

Paul Philip Stonge holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Philip Stonge located?

Paul Philip Stonge is based in EAST GREENWICH, Rhode Island, working with ST. ONGE, PAUL PHILIP. Their office serves clients in the EAST GREENWICH metropolitan area and surrounding communities.

How does Paul Philip Stonge charge for services?

Paul Philip Stonge'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 ST. ONGE, PAUL PHILIP?

ST. ONGE, PAUL PHILIP has approximately 1 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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