AdvisorOS Directory
Claim Profile
Unclaimed Profile
AP

Aubrey Marie Paganelli

UNITED ADVISORS AMERICA CORPORATION·PROSPER, Texas
Series 65Clean record13 years registeredUNITED ADVISORS AMERICA CORPORATION
290 S PRESTON ROAD, PROSPER, TX 75078CRD# 6158953Firm CRD# 147350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aubrey Marie Paganelli · PROSPER, TX
Registration
CRD #6158953 · UNITED ADVISORS AMERICA CORPORATION · 13 years registered
Brand Profile
Not yet started
01

Career History

UNITED ADVISORS AMERICA
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 28, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
UNITED ADVISORS AMERICA CORPORATION
CRD 147350 · SEC 801-114134
AUM
$260M
Regulatory assets under management
Employees
27
2,249 client accounts
Services offered by UNITED ADVISORS AMERICA CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNITED ADVISORS AMERICA CORPORATION →
Introduction

Speak with Aubrey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Aubrey is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PROSPER?

Browse all registered financial advisors in PROSPER, Texas or claim this profile if it's yours.

Browse PROSPER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Aubrey Marie Paganelli offer?
Aubrey Marie Paganelli specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PROSPER, Texas for a consultation.
What are Aubrey Marie Paganelli's credentials?
Aubrey Marie Paganelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aubrey Marie Paganelli located?
Aubrey Marie Paganelli is based in PROSPER, Texas, working with UNITED ADVISORS AMERICA CORPORATION. Their office serves clients in the PROSPER metropolitan area and surrounding communities.
How does Aubrey Marie Paganelli charge for services?
Aubrey Marie Paganelli'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 UNITED ADVISORS AMERICA CORPORATION?
UNITED ADVISORS AMERICA CORPORATION has approximately 27 employees and manages $260M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at UNITED ADVISORS AMERICA CORPORATION

Beau R Follett
PROSPER, TX
Price Barton Peddicord
PROSPER, TX
Richard Lynn Follett
PROSPER, TX

More Advisors in PROSPER, Texas

Andrew Louis Hickey
CLEAR SKY FINANCIAL, LP·PROSPER, TX
CFP
Matthew Mackenzie Clarke
WAY MAKER ADVISORS, LLC·PROSPER, TX
Randy Louis Smith
CLEAR SKY FINANCIAL, LP·PROSPER, TX
CFP
John Wesley Paulson
CLEAR SKY FINANCIAL, LP·PROSPER, TX
Jonathan Michael Keith
WAY MAKER ADVISORS, LLC·PROSPER, TX
Michael James Davidson
WISDOM INDEX ADVISORS, LLC·PROSPER, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile