Paul Mendelsohn, financial advisor Steamboat Springs CO

Paul Mendelsohn

CRD Number: 2011585
Current Firm: Windham Financial Services, Inc.

Paul Mendelsohn (CRD# 2011585) is an Investment Advisor Representative working at Windham Financial Services, Inc. in Steamboat Springs, CO and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Windham Financial Services, Inc. West Dover, VT Sep 1983 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Oct 1996
Contact Info for Paul D. Mendelsohn
Phone Number: 802-425-7755
Registered State(s):
  • CO
  • MA
  • NY
  • VT
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $205,731
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CO, MA, NY, VT

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