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William Joseph Paladino

AVIATOR FINANCIAL CONSULTING LLC·MONTGOMERY, Texas
SIE, Series 7, Series 63, Series 65Clean record15 years registeredAVIATOR FINANCIAL CONSULTING LLC
700 MCCALEB ROAD, MONTGOMERY, TX 77316CRD# 5834266Firm CRD# 307799

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Joseph Paladino · MONTGOMERY, TX
Registration
CRD #5834266 · AVIATOR FINANCIAL CONSULTING LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

PALADINO WEALTH
Apr 2020 – present
KMS FINANCIAL SERVICES, INC
Oct 2013 – Apr 2020
Montgomery, TX
PKS ADVISORY SERVICES, LLC
Sep 2010 – Dec 2013
SPRING, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · September 7, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AVIATOR FINANCIAL CONSULTING LLC
CRD 307799 · SEC 801-118369
AUM
$129M
Regulatory assets under management
Employees
3
172 client accounts
Services offered by AVIATOR FINANCIAL CONSULTING LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AVIATOR FINANCIAL CONSULTING LLC →
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05

Frequently Asked Questions

What services does William Joseph Paladino offer?
William Joseph Paladino specializes in Investment Management, Fee-Only Advisory. Contact their office in MONTGOMERY, Texas for a consultation.
What are William Joseph Paladino's credentials?
William Joseph Paladino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Joseph Paladino located?
William Joseph Paladino is based in MONTGOMERY, Texas, working with AVIATOR FINANCIAL CONSULTING LLC. Their office serves clients in the MONTGOMERY metropolitan area and surrounding communities.
How does William Joseph Paladino charge for services?
William Joseph Paladino'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 AVIATOR FINANCIAL CONSULTING LLC?
AVIATOR FINANCIAL CONSULTING LLC has approximately 3 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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