Unclaimed Profile

Garrett Keith Paolella

FULLER WEALTH MANAGEMENT, LLC·DALLAS, Texas

SIE, Series 7, Series 55, Series 63, Series 65Clean record14 years registeredFULLER WEALTH MANAGEMENT, LLC

14850 QUORUM DRIVE, DALLAS, TX 75254CRD# 5348547Firm CRD# 281767

Profile Verification

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

Identity

Garrett Keith Paolella · DALLAS, TX

Registration

CRD #5348547 · FULLER WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FULLER WEALTH MANAGEMENT, LLC

FAITH INVESTOR SERVICES

Jun 2021 – Apr 2023

Shelton, CT

STELLAM ADVISORS LLC

May 2017 – Nov 2017

STAMFORD, CT

HORIZONS ETFS MANAGEMENT (US) LLC

Feb 2016 – Apr 2017

NEW YORK, NY

RECON CAPITAL

Mar 2012 – Mar 2018

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 65

Registration record

First registered · March 6, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FULLER WEALTH MANAGEMENT, LLC

CRD 281767 · SEC 801-106827

AUM

$708M

Regulatory assets under management

Employees

1,824 client accounts

Services offered by FULLER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FULLER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Garrett Keith Paolella offer?

Garrett Keith Paolella specializes in Financial Planning, Investment Management.

What are Garrett Keith Paolella's credentials?

Garrett Keith Paolella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Garrett Keith Paolella located?

Garrett Keith Paolella is based in DALLAS, Texas, last registered with FULLER WEALTH MANAGEMENT, LLC.

How does Garrett Keith Paolella charge for services?

Garrett Keith Paolella'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 FULLER WEALTH MANAGEMENT, LLC?

FULLER WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $708M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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