Paul Morrone, financial advisor North Haven CT
90 score

Paul Morrone

CRD Number: 5367076
Current Firm: Us Financial Advisors, LLC

Paul Morrone (CRD# 5367076) is an Investment Advisor Representative working at Us Financial Advisors, LLC in North Haven, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Us Financial Advisors, LLC North Haven, CT Jan 2012 - Current 4
Lpl Financial North Haven, CT Dec 2011 - Current 5
Lincoln Financial Securities Corporation Hartford, CT Oct 2011 - Dec 2011 < 1
Kpmg, LLP Hartford, CT May 2009 - Oct 2011 2
Bentley University Waltham, MA Aug 2005 - May 2009 3
Northwestern Mutual Westport, CT May 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Paul T. Morrone
Phone Number: 781-849-9200
Firm Website: http://www.1099tax.com
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $231,845
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
Types of Clients
Registered States

AK, CA, CT, DC, FL, IL, IN, KY, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, UT, VA, VT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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