Unclaimed Profile

Paul Damien Barbato

MEMBERS CAPITAL ADVISORS, INC.·MADISON, Wisconsin

Clean recordMEMBERS CAPITAL ADVISORS, INC.

5910 MINERAL POINT RD, MADISON, WI 53705CRD# 7064310Firm CRD# 105960

Profile Verification

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

Identity

Paul Damien Barbato · MADISON, WI

Registration

CRD #7064310 · MEMBERS CAPITAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Damien Barbato is a registered financial advisor based in MADISON, Wisconsin, affiliated with MEMBERS CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Paul

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

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

Firm Overview

Firm

MEMBERS CAPITAL ADVISORS, INC.

TRUSTAGE INVESTMENT MANAGEMENT

AUM

$35.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MEMBERS CAPITAL ADVISORS, INC. →

Services

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Other: FEE FROM AFFILIATES.

Regulatory

SEC/IARD CRD# 7064310

Firm CRD# 105960

View on FINRA BrokerCheck →

Looking for a financial advisor in MADISON?

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

Browse MADISON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Damien Barbato offer?

Paul Damien Barbato specializes in Wealth Management. Contact their office in MADISON, Wisconsin for a consultation.

What are Paul Damien Barbato's credentials?

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

Where is Paul Damien Barbato located?

Paul Damien Barbato is based in MADISON, Wisconsin, working with MEMBERS CAPITAL ADVISORS, INC.. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Paul Damien Barbato charge for services?

Paul Damien Barbato's firm is compensated through percentage of aum, subscription fees, other: fee from affiliates.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEMBERS CAPITAL ADVISORS, INC.?

MEMBERS CAPITAL ADVISORS, INC. has approximately 64 employees and manages $35.5B 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 →