Paul Madrid, financial advisor Albuquerque NM
96 score

Paul Madrid

CRD Number: 5311000
Current Firm: Redw Stanley Financial Advisors, LLC

Paul Madrid (CRD# 5311000) is an Investment Advisor Representative working at Redw Stanley Financial Advisors, LLC in Albuquerque, NM and has over 10 years of experience in the finance industry. Paul Madrid has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Redw Stanley Financial Advisors LLC Albuquerque, NM Jan 2016 - Current 2
Redw Stanley Wealth Advisors LLC Albuquerque, NM Jan 2016 - Dec 2016 < 1
Redw Stanley Financial Advisors, LLC Albuquerque, NM Aug 2015 - Dec 2015 < 1
Redw Stanley Wealth Advisors, LLC Albuquerque, NM Aug 2015 - Dec 2015 < 1
Redw Stanley Financial Advisors LLC Albuquerque, NM Mar 2008 - Aug 2015 7
C&m Orthopedic Solutions LLC Albuquerque, NM Jan 2012 - Jun 2014 2
Thornburg Investment Management Santa Fe, NM Mar 2007 - Mar 2008 1
Satyr Design LLC Albuquerque, NM Mar 2007 - Mar 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Paul L. Madrid
Phone Number: 505-998-3200
Registered State(s):
  • AK
  • NM
  • AZ
  • CA
  • TX
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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