Unclaimed Profile

Paul Attilio Jr. Pagnato

PAGNATOKARP PARTNERS, LLC·RESTON, Virginia

SIE, Series 7, Series 31, Series 63, Series 6534 years registeredPAGNATOKARP PARTNERS, LLC

11951 FREEDOM DRIVE, RESTON, VA 20190CRD# 2224626Firm CRD# 282298

Profile Verification

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

Identity

Paul Attilio Jr. Pagnato · RESTON, VA

Registration

CRD #2224626 · PAGNATOKARP PARTNERS, LLC · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAGNATOKARP PARTNERS, LLC

CRESSET ASSET MANAGEMENT, LLC

Jun 2020 – Jun 2023

RESTON, VA

PAGNATOKARP PARTNERS, LLC

Feb 2018 – Jun 2020

RESTON, VA

HIGHTOWER ADVISORS, LLC

Jul 2011 – Mar 2016

RESTON, VA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 1992 – Aug 2011

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 8, 1992

Years registered · 34

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

PAGNATOKARP PARTNERS, LLC

CRD 282298 · SEC 801-107028

AUM

$2.2B

Regulatory assets under management

Employees

2,621 client accounts

Services offered by PAGNATOKARP PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PAGNATOKARP PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Paul Attilio Jr. Pagnato offer?

Paul Attilio Jr. Pagnato specializes in Financial Planning, Investment Management, Wealth Management.

What are Paul Attilio Jr. Pagnato's credentials?

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

Where is Paul Attilio Jr. Pagnato located?

Paul Attilio Jr. Pagnato is based in RESTON, Virginia, last registered with PAGNATOKARP PARTNERS, LLC.

How does Paul Attilio Jr. Pagnato charge for services?

Paul Attilio Jr. Pagnato'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 PAGNATOKARP PARTNERS, LLC?

PAGNATOKARP PARTNERS, LLC has approximately 27 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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