Paul Needham (CRD# 2099315) is an Investment Advisor Representative working at Colemma Asset Management LLC in Norwood, MA and has over 33 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Colemma Asset Management LLC | Norwood, MA | May 2023 - Current | 1 |
| Colemma Asset Management LLC | Norwood, MA | Feb 2023 - Current | 1 |
| Point32health | Canton, MA | Sep 2022 - Current | 1 |
| Steward Health Care Network | Westwood, MA | May 2021 - Jul 2022 | 1 |
| Harvard Pilgrim Health Care | Quincy, MA | Feb 2013 - Apr 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1990 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- MA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$62,828
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MA
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