John Paolini, financial advisor Buffalo NY

John Paolini

CRD Number: 4541324
Current Firm: Farther

John Paolini (CRD# 4541324) is an Investment Advisor Representative working at Farther in Buffalo, NY and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Farter Finance Advisors, LLC Buffalo, NY Aug 2022 - Current 1
Self-employed Buffalo, NY Dec 2013 - Aug 2022 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2022
S63 Uniform Securities State Law Examination Sep 2023
Contact Info for John C. Paolini
Phone Number: 628-246-8004
Registered State(s):
  • ME
  • NY
By the Numbers
  • Total Assets Under Management
    2,182
    MILLIONS
  • Total Number of Accounts
    5,112
    ACCOUNTS
  • Average Account Value
    $426,804
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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