Steven Paolini (CRD# 3029364) is an Investment Advisor Representative working at The Ascent Group, LLC in Haddonfield, NJ and has over 26 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Feb 2023 - Current | 1 |
| The Ascent Group, LLC | Virginia Beach, VA | May 2021 - Current | 3 |
| Holy Cross Preparatory Academy | Delran, NJ | Jan 2008 - Current | 16 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
| Acito & Paolini | Haddonfield, NJ | May 1998 - Current | 26 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Jan 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- NJ
-
Total Assets Under Management2,880MILLIONS
-
Total Number of Accounts4,261ACCOUNTS
-
Average Account Value$675,904
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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